The Mortgage-Free Homeowner's Estate Planning Checklist.

What's inside.

• 1. The will essentials — 6 questions · the foundation.
• 2. Capacity and care — 6 questions · the bit most people miss.
• 3. Trusts and protection — 5 questions · for blended families and at-risk beneficiaries.
• 4. The family conversation — 5 questions · the bit people put off the longest.
• 5. Paperwork to gather — 5 items · what to have ready before a planning call.

People who arrive at a planning call with this checklist already filled in usually save themselves fifteen minutes on the call — and a lot more on the plan that comes out the other side.