Week 35 Day 5 Action Items

Day 5

• [ ] Develop a structured plan involving wills, trusts, and other crucial documents.
• [ ] Define the roles and responsibilities of key estate planning participants.

Creating an Estate Plan

Type out your ideas and thoughts about your current estate plan. Brainstorm any gaps or changes you need to review or implement.

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*If you are creating or updating documents please reach out an estate planning professional.

Tasks to update my estate plan

• [ ] Task 1
• [ ] Task 2
• [ ] Task 3
• [ ] Task 4
• [ ] Task 5