12 Days of Estate Planning

The Twelve Days of Estate Planning-

On the 1st day of Christmas my attorney said to me….

Do you know what Estate Planning is?

On the 2nd day of Christmas my attorney said to me….

Do you have a Will in place yet?

On the 3rd day of Christmas my attorney said to me…

Does your family need a Trust as well?

On the 4th day of Christmas my attorney said to me…

Who are your beneficiaries?

On the 5th day of Christmas my attorney said to me…

Who is your power of attorney?

On the 6th day of Christmas my attorney said to me…

Who is your medical decision maker?

On the 7th day of Christmas my attorney said to me…

Please sign your advance directive.

On the 8th day of Christmas my attorney said to me…

Who is guardian for your minor children?

On the 9th day of Christmas my attorney said to me…

Tell your family where you keep your “In case of Emergency” binder.

On the 10th day of Christmas my attorney said to me…

Please revisit your Estate plan after major life changes.

On the 11th day of Christmas my attorney said to me…

Make it official and sign your documents!

On the 12th day of Christmas my attorney said to me…

Thanks for being our client!!