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SOLUTIONS FOR LIFE'S EVENTS
- Estate Attorney To Do List -


You met with an estate attorney and now you have a will, a living will, a Power of Attorney, and maybe even a trust. Now even more work begins for you; the attorney wants you to change the account registrations on your investment accounts, bank accounts and update beneficiaries. Who has the time to find out what is needed to complete forms, make changes and organize your records?

I have the time and I'm here to assist you.

I f you would like help completing your attorney's recommended "to do list," please reach out to me. We can discuss how I can help you change that "to do” to a “done.


Accounts that may need to be changed:

  • Brokerage accounts IRAs and 401Ks
  • Bank accounts Life
  • Insurance Annuities
  • Accident policies Accidental death and dismemberment policies
Estate Attorney To Do List