Estate Planning Checklist: 5 Key Steps to Protect Your Family

What Happens to Your Family if You Pass Away?

It’s an uncomfortable question, but it’s important. Many people don’t think about their estate plan until it’s too late.

Unfortunately, if you don’t have key documents in place, such as a Will & Testament, you are essentially leaving the future of your family in the hands of the court system. They’ll try to act in everyone’s best interest—but they don’t know you and they don’t know your kids.

That’s why it’s so important that you create an estate plan to ensure that your family is protected in the event that you pass away unexpectedly.

If you’re not sure how to begin, we’re here to help. And we’d like to offer you a FREE resource to help you get started!

Don’t Leave it Up to the State...

If you don’t have legal documents expressing your wishes for your family and your assets when you pass away, the court system will make those decisions for you. They’ll do their best—but there’s no guarantee that you’ll be happy with their choices.

You should make these decisions—not the state. That’s why it’s so important that you have an estate plan in place.

Our FREE estate planning checklist will help you get started. It will guide you through critical questions such as:

- Who will take care of your children if you pass away?
- How can you make sure your family’s financial needs are met?
- How will your assets be distributed?
- Who will make decisions on your behalf if you are medically incapacitated?
And much more!

These are intensely personal questions that nobody else should answer for you. It’s your life, it’s your family, and it’s your legacy.

Opt-in to receive our complimentary checklist today!

Created by:

The Siegel Law Group

Use This Checklist to Make Sure Your Family is Protected

We’ve created a 100% free resource to help you get started with your estate plan. This checklist will help you think through important questions and make sure that your family is protected in the event of your death.

It’s important that legal documents, such as a Will & Testament, are properly created, signed, notarized, and stored after completion. Failure to create these documents properly could mean that they are not legally binding and will be disregarded by the court system.

That’s why it’s critical that you consult an experienced estate attorney who can help you create these documents properly.

This free checklist will help you get started!

Opt-in for the FREE Estate Planning Checklist Now!