Spring Clean Your Estate Plan

by | Mar 31, 2021 | Estate Planning | 0 comments

Set of supplies on color background. Spring cleaningSpring clean your estate plan.  Review your estate plan as part of your spring cleaning. Ensure that it is up-to-date to meet your needs and goals. You should review your estate plan team, beneficiaries, and team instructions.

Here is a form for the Estate Plan Team Instruction Manual.