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Free 15 Mistakes Guide

15 Common Mistakes to Avoid in Estate Planning

Estate planning provides peace of mind and assurance while making sure your loved ones are taken care of and your assets are distributed in accordance with your exact wishes. There are many factors to consider during the estate planning process and many common mistakes people can make without even realizing it. Not only can these mistakes cost you significant money; they can also interfere with your efforts to take care of your loved ones, settle your accounts and give to charity as part of your enduring legacy. If you or your loved one is ready to start planning your estate, here are some common missteps to watch out for and avoid during the process. Life Estate Organizer is ready to work with you through every step of this often difficult but important process.

We hope our guide offers some help as you decide on the best solution for you and your family!  


How to Use the Checklist

• Download a hard copy
• Save it in your computer documents
• Bookmark it in your search bar

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Starting With LEO

This checklist is also a great starting point for LEO - our easy-to-use digital planning tool. LEO is a safe and secure “digital lockbox” used to organize and store all of these documents and details; everything from your Last Will & Testament to financial records, life insurance, passwords, and more - stored in one place, simple to access and update at any time. 

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