Estate planning can be an overwhelming and stressful process. Many people find themselves struggling to remember and organize all of their accounts and assets. But what if there was a way to tackle this without a lawyer? Introducing the Estate Planning Asset Information Checklist—a highly functional tool designed to help you make a fully comprehensive estate plan and keep it up to date.
Here are some of the ways that completing your checklist will help you:
- Streamlining your initial estate planning consultation
- Making it easier to update your estate plan
- Reducing the documentary burden of probate
- Informing loved ones about how to locate your assets
More into digital document management? Check out LifeBinder® for securely organizing, storing, and managing your most important legal, financial, and estate planning information. To discuss your estate plan, reach out to our firm by calling (704) 323-6712.