Action idea – Estate planning checklist

Action Idea Action Idea

Need to get your client thinking about estate planning? Try this checklist.

Print out this list, and have it on hand during client meetings for estate-related conversations. Run through it together, and if you identify gaps in a client’s planning, pass on a copy of the list along with your own instructions for remedies. Then follow up with the client in a few weeks’ time to check on progress and offer further planning and support.

Courtesy of © 2018 Transcontinental Media G.P. These materials are for reference and guidelines only. You are responsible for the advice you give your clients.
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