Will Planning Workbook

If you have any assets, a family or want to donate to a charity, you need a Will. The Will Planning Workbook will help you step through all the things you need to consider. With this done you can then make an appointment with your lawyer and get a formal will done (along with the required Power of Attorney for Financial Affairs and Power of Attorney for Personal Care). Yes, you can cheap out and get a Will kit but as an experienced estate litigator once told me, as long as people keep using the Will kits he’ll be in business forever. Here is the link to the pdf file and if you have any questions drop me a line.

Will Planning Workbook