Estate Planning During this Pandemic

I am just going to jump right into it – there is no better time to be proactive about your estate planning. There is nothing but uncertainty for all of us these next few weeks. The best we can do is be as prepared as we can. Now that we will all be staying close to home for a while, take advantage of this time to talk about your estate plan with your family.

I am sharing this worksheet with you to start organizing your thoughts. I give this worksheet to all new clients at the beginning of our relationship but even if you are not quite ready, I encourage you to still use this worksheet however you see fit to start the conversation with your family.

Stay safe, stay at home (seriously), and try to stay sane.

And wash your hands!

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