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Estate Planning Cheat Sheets

Start having estate planning conversations … that work!

Over 35 pages of systemised, checklist based decision-trees and cheat sheets designed to make sure you feel confident discussing estate planning with your clients and don’t miss an issue. 

This pack contains all the cheat sheets and tools I use with my estate planning clients, including: 

  • Strategies to overcome estate planning inertia
  • Snapshot checklist for estate planning issue identification
  • Annual review checklist for clients with existing estate planning documents
  • Cheat sheet for executors, trustees, guardians for minors and attorneys
  • Testamentary trust overview – written in easy to understand language
  • Testamentary trust decision making cheat sheet
  • BDBN cheat sheet
  • Family home cheat sheet
  • Signing checklist