#CROSS WILL ESTATE PLANNING CHECKLIST HOW TO#

Most of this process consists of creating and finalizing estate planning documents, such as wills, trusts, powers of attorney, and living wills. At the very least, everyone should have a simple estate plan in place. The biggest benefit of estate planning is peace of mind-you’ll know your wishes will be fulfilled for the benefit of your loved ones.

#CROSS WILL ESTATE PLANNING CHECKLIST HOW TO#

This type of planning helps determine who can make decisions on your behalf, who takes care of your dependents, and how to avoid unnecessary taxes and waiting periods.Įstate planning covers any decisions regarding money, property, medical care, dependent care, and other matters that can arise when a person dies. Organizing your affairs in preparation for the end of your life is an important task, and estate planning is an ongoing process that includes much more than writing a will.

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Consulted with legal experts, probate attorneys, and financial planners to learn the best practices in estate planning.

Spent 300 hours researching and using online estate planning services.

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Estate plans must be updated after significant life events.

Estate planning attorneys can cost several hundred dollars per hour.

Online estate planning services offer basic packages for less than $200.

Everyone can benefit from having a will, no matter how small their estate or simple their wishes.

Common estate planning documents are wills, trusts, powers of attorney, and living wills.

Reviewed by: Genevieve Waterman, DSW, MASM, Director of Financial Security, NCOA Key Takeaways

Cross will estate planning checklist