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Learn what to consider when drafting your estate plan using our Estate Planning Checklist.

Estate plans are customized to meet your needs. They may be simple or complex, depending on your personal situation. Life events may trigger the planning process, such as:

  • Marriage or divorce
  • The birth of a child
  • Adoption of a child
  • Death of a spouse or child
  • The purchase or sale of a home or property
  • A move to another state

If you’ve experienced any of these life events, download our FREE Ohio and Kentucky Estate Planning Checklist. Your plan provides peace of mind for you and your family.

Estate Planning Checklist

Please complete the form below to receive your free checklist:

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