Estate Planning Readiness Review

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I created this document as a personal reflection on my own thoughts for growing older as well as my experiences as a guardian. The questions listed in this document are specific to my own experiences. Your experiences will be different, and therefore, your questions will also be different. That said, hopefully, this series of questions gives you a starting point for your own readiness review.

Everyone’s life situation is different; therefore, I would encourage you to review these questions and then ask yourself, what else should I consider?

These questions are NOT intended to be a one-size-fits-all-inclusive review. These questions ARE designed to be a starting point for a conversation with your family and an estate planning professional.

Good Luck and Stay Ready, My Friends