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ESTATE PLANNING CHECKLIST.

How many of the following items can you check off your estate planning checklist?

 Last Will & Testament
 Durable Power of Attorney
 Durable Power of Attorney for Healthcare
 Living Will
 Living Trust
 Survivorship Deed for real estate
 Transfer on Death Designation Affidavit for real estate
 Designation of beneficiaries for assets
 Pre-need funeral planning
 Itemization of your assets; account numbers; identification of beneficiaries, location of important documents; passwords; etc.

Do you need help with checking some of these items off your estate planning checklist? We can help. Provided by Bailey & Gunderson Co., L.P.A., Attorneys at Law, with offices in Norwood and Western Hills. Call us at 513-631-0022.

Estate Planning E

Copyright © 2017 by Attorneys Bailey & Gunderson Co., L.P.A. All rights reserved. 

5257 Montgomery Rd, Norwood, OH 45212 - Phone: 513-631-0022

Bailey & Gunderson Co., L.P.A., is Cincinnati Family Law. Estate Planning And Bankruptcy Lawyers located in Cincinnati, Ohio, and represents clients across Hamilton County and beyond, in places such as Batavia, Norwood, Western Hills, Anderson Township, Anderson, Amelia, Mason, Harrison and Hamilton. 

Disclaimer: The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. We invite you to contact us and welcome your calls, letters and electronic mail. Contacting us does not create an attorney-client relationship. Please do not send any confidential information to us until such time as an attorney-client relationship has been established.

 

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