Essential Checklists For Estate Plan Review
It’s a great benefit to your clients when you check in with them to review their estate plans. There can be any number of updates, revisions, and strategies you can help them identify before they sit down in their estate attorney’s office.
We’ve pulled together the relevant checklists to create the Estate Plan Review Bundle to support your estate plan review meetings. Within the course of a well-structured session, you can guide your clients through conversations that cover:
- Estate document review
- Estate plan updates
- Charitable giving strategies
