Legacy Planning Checklist

Legacy planning includes more than naming beneficiaries for the material things that you leave behind. It also includes documenting your wishes, in accordance with your values, for living life on your own terms. And it’s about planning ahead with your loved ones in mind.

It may seem like a daunting task, but it doesn’t have to happen all at once. You can start by having conversations with your family that will help you clarify your point of view. Once you feel certain, the key is to start taking action and check off these items one by one.

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