Services & Solutions

Services & Solutions

Summary Estate Planning Checklist


Summary Estate Planning Task List Info

The summary estate task list breaks down the various responsibilities for which you are accountable as an estate planner. This list is a high-level document that summarizes all the tasks which you may face. We also offer an interactive estate planning tasks tool which is more detailed, and customizable for your unique estate planning situation. It covers a multitude of tasks and sub-tasks that you will need to undertake.

  • Summary List for Small Estates
  • Presenting the Tasks Less Overwhelming