Estate Planning Checklist

Written By Amanda Rocha

Are you considering a will, trust, or unsure of what you need? Congratulations on making this decision, it’s a wonderful thing to do for yourself and your family. (Click here to take a short quiz about what your estate plan might look like.)

Every plan is unique and tailored to your needs. The first step that everyone must take is the same, and for this I created a checklist especially for you! No e-mail or signups required!

CLICK HERE TO DOWNLOAD THE CHECKLIST

Once you have gathered the information in the checklist, THE HARD WORK IS OVER! If you would rather chat first, call me! I’d love to have a FREE 30 minute consultation with you.

Amanda Rocha
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