![]() See more ideas about estate planning, estate planning checklist, funeral planning. See more ideas about estate planning checklist, estate planning, planning checklist. Explore Julies board 'Estate planning', followed by 144 people on Pinterest. You can download a printable version here. Explore Donna Dolans board 'Estate planning checklist' on Pinterest. Here is a list of what to bring to your initial estate planning consultation provided by the professionals at Trustworthy. Estate planning goes well beyond drafting a will. How hard would your loved ones have to track things down in the event of an emergency? Use this checklist to help build or update yours. Your IN-CASE-OF-EMERGENCY Binder (ICE BINDER) will ideally contain in one place information on your accounts, insurance, finances, contact info, written will, and any other important financial documents. Life is fragile and unexpected events can happen to anyone at any time. ![]()
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