Estate Planning Worksheet
Estate Planning is complicated, mostly because people do not know the right questions to ask. When should I make a plan? Where do I begin? What do I need? Is what I have in place right now good enough? Our simple quiz is designed to help you determine if you need to take action. In this FREE worksheet you will find:
- 1. A more comprehensive understanding of what your estate plan SHOULD be doing for you
- 2. Questions about the future you never thought to ask before
- 3. A bonus question for parents of young children
Does your estate plan give you peace of mind? If not, you should call Zimmer Law Firm to get the assistance you need to get one that does. Call us today for more information!