Estate planning checklist 20204/11/2024 Okay, so as a preview, there are 16 things you should be thinking about when figuring out how to create a comprehensive estate plan.Īnd not all of these 16 things will necessarily apply to you.īut you should consider them because they span the range of basically all the possible issues that you could face, depending on what your estate situation is, but if you at least consider all 16 and implement the ones that are relevant to you, you should have a rock solid estate plan. In this episode, I want to walk you through the checklist that can help serve as an estate planning guide for you and lay out step by step what you need to do to have a good estate plan.Īnd so that you don’t make critical estate planning mistakes or omissions we’ll cover all the asset planning documents you need to have buttoned up in your estate plan.Īnd like I said earlier, don’t worry about taking notes because you’ll get everything I’m about to explain in the freebie for today’s episode, so make sure you grab that /9. Okay, so last time, we talked about a broad overview of estate planning. So definitely encourage you to check it out: /fb. I am in there literally every day answering questions and responding to everything.Īnd there are a lot of other members there who are interested in discussing topics around financial independence and retiring early, tax strategies, real estate investing, side business income, online income, career transitions and just asking for advice in general about things they’re thinking about related to personal finance.Īnd it’s a super supportive community where we just help each other get better and learn more about how to be more savvy with our finances and taxes. That Facebook group is a forum where we can directly connect and have a two way dialogue. That freebie is the estate planning checklist and worksheet that will help serve as a framework and guide for you, as you think about all the elements you need to complete to create a comprehensive estate plan and which is what we’re going to talk about in detail today.Īs I always do, I also want to encourage you to join the private hack your wealth Facebook group, which you can access at the URL shortcut link /fb. You should definitely talk with your own lawyer or accountant to get into the specifics of your situation.Īlso, I want to mention again, be sure to grab the freebie I created for these two episodes which you can get at /9. There is no attorney client or accountant client relationship formed by me sharing this information. So it’s going to be action packed and definitely encourage you to listen closely.īefore we begin though, I want to again caveat as I did in the last episode that I am not your attorney or accountant. In today’s episode, I want to walk you through a checklist that’s going to act as a guide for how to actually think about and methodically create a comprehensive estate plan and the questions you should be asking and the documents that are involved to make sure that everything is buttoned up. In the last episode, we talked about a broad overview of what estate planning is, why it’s important, what the goals are, who it’s for, when you should be thinking about it at each phase of your life and what probate is when you don’t have an estate plan. Okay, thanks for joining me for part two on this estate planning topic that we started discussing in the last episode. ![]()
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