Congratulations! You have invested time and imagination in a subject many ignore.

Estate planning is more than dividing wealth – it’s about leaving relationships that work well when we are gone. When you will with wisdom, it is wisdom that you will. This is your greatest gift to family, friends and charities that will continue your work. This is your gift to yourself and humanity.

We’ve partnered with author and intergenerational wealth expert Tom Deans for this estate planning checklist.

Your checklist guides an estate plan that reflects your personal wishes.

Imagine knowing much of what you want to include in your will before visiting your lawyer. Saving time means saving big on legal costs.

While we’re not lawyers and don’t help you write or update your will, we’re here to guide you and work alongside the other professionals in your life.

Willing Wisdom by Tom Deans: Order here

How would you feel knowing what you want to happen, will happen?

The Willing Wisdom Index checklist helps walk you through the estate planning process, at your speed. The checklist was created for people ages 50 and over, however it is valuable for any adult to complete, no matter your relationship status; single, married, widowed, etc.

What’s Inside?

1. The detailed checklist you will receive is your personal guide to a more complete estate plan.

2. After filling out your checklist you’ll receive a personalized to-do list.

3. Use this to-do list to make important decisions before meeting with your lawyer.

You can do this!  This checklist is not a personality test. In fact, it’s not a test at all. It’s not a competition either. Rather, this custom to-do list will give you a step-by-step road map to improve your estate plan.