Estate Planning Checklist

Bernicke Education Center

Estate Planning Checklist

Avoid family disputes and help preserve your legacy. This checklist outlines the steps for preserving your estate for your spouse, children, and/or other beneficiaries. 

  • How to hire the right estate attorney.

  • The importance of creating a financial overview.

  • The importance of having a family meeting.

  • How to prevent sibling animosity.

Get Your Checklist

Estate Planning Checklist

  • This field is hidden when viewing the form
  • This field is hidden when viewing the form
  • This field is for validation purposes and should be left unchanged.

Learn why you may be able to retire earlier than you think.

"*" indicates required fields

This field is hidden when viewing the form
This field is hidden when viewing the form
This field is for validation purposes and should be left unchanged.

Learn why you may be able to retire earlier than you think.

"*" indicates required fields

This field is hidden when viewing the form
This field is hidden when viewing the form
This field is for validation purposes and should be left unchanged.