ESTATE PLANNING Checklist

  • Will

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  • Trust

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    How to do this task:
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  • Health Care Directives

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    How to do this task:
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  • Living Will

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    How to do this task:
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  • Medical Power of Attorney

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  • Financial Power of Attorney

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  • Beneficiary Forms

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  • Life Insurance

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  • Estate Tax

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    How to do this task:
    Subtasks:

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