Or a checklist for estate planning documents
A decision tree to help clients determine the need for a trust or a will, taking into account the areas a will cannot affect.
"Do I need a will or a trust?" (suggested by Dean Lyman on 2020-07-30), including upvotes (1) and comments (0), was merged into this suggestion.
A flow chart to help clients understand the benefits of creating a Living Trust versus a Will. How each protects their assets. What happens after the client passes away? Who is in charge of the estate? Timing of the distribution of assets.
"Do I need a Will or A Living Trust?" (suggested by Tamara Stelting on 2020-08-31), including upvotes (1) and comments (0), was merged into this suggestion.
I envision this as a Flow Chart / Decision tree on the front side with a couple of crucial lists on the backside. These lists might be:1. States that allow real estate titled with a TOD2. Small Estate threshold per state3. List of Community Prop States
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