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Planning Information Inventories

An essential element in the estate planning process is to have complete and accurate relevant information. The two information inventories available here ask for this essential information.

 

One of these forms is for basic information. The other is a checklist for you to evaluate if you need to update your documents.

 

You have invested significant time and financial resources to put your plan in place, and to maintain its relevance and effectiveness you should keep it updated in light of your changing personal circumstances, and developments in the law.

 

So, print off these inventories, fill them out, make them a part of your estate planning records... and contact your estate planning lawyer for assistance, as necessary.

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