Let’s Review! Estate Planning Documents

If you going to have an estate plan, it’s really good to know what documents are involved! You don’t want to miss any. If an important document is missing from an estate plan, it could cost your loved ones a lot of time, headache, and money.

So, let’s jump in! In this video, Freeman does a quick review of the documents he has his clients consider for their estate plans:

For a longer and more detailed explanation of the documents in an estate plan, check out our earlier post by clicking here.