When it comes to your assets and the management of your estate, now and in the future–no matter how large or small–making sure your estate plan is up to date and appropriate for your current situation is an absolute necessity.
In addition to making sure your legal documents and directives are consistent with current federal and state legal statutes, you also need to make sure that companies and individuals that will carry out your estate plan have the proper documents to insure matters are handled efficiently and within the letter of the law.
Given the above considerations, Lineweaver Financial Group, in conjunction with independent legal counsel, Jack Koscianski, an estate planning attorney, has created the Personal Legal Audit Worksheet. The basic and advanced audit worksheets provided should be a first step in helping you remain current with these affairs. To assist you during this process, Mr. Koscianski and the WealthWatch Center are available to help by offering a complimentary consultation.