Estate Administration Document Checklist

Rather than thinking of estate planning as a morbid chore, we invite you to view the work you’ll do as an opportunity to live life to the fullest in the retirement years and maintain comfort and dignity as time passes. Furthermore, proper advanced planning ensures that you will leave your assets to future generations so your life’s work can help to fulfill their needs, goals and wishes, and not be drained by the costs of taxes, long-term care and lengthy legal proceedings.