The Estate Planning Checklist Your Family Will Actually Use

Free Estate Planning Checklist preview

Most people don't know where to start when someone dies. This checklist tells them exactly what to do — and what to look for. Enter your email and we'll send it straight to your inbox.

  • The documents your family will need immediately
  • Who to notify and in what order
  • Financial accounts and assets to locate
  • Steps for the first 30 days after a death
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