What are the top five ways to save every dime you can

Estate Planning Checklist

If you want to know how to save as much money as possible, use our checklist while planning your estate.  

  • Make sure that every titled asset transfers or pays on death.
  • Make sure that every financial asset pays on death.
  • Make sure you have a will even if you set up your stuff to pay or transfer on death.
  • Make sure that there is a way to access your stuff.
    • Electronic bank access to determine if it is worth filing probate papers to access $25 or $6,142; to download checks; to verify deposits; to see if the last payroll check paid for comp, PTO or vacation time.
    • Email access to reset the username or passwords for electronic banking.
    • Cell phone access to reset email passwords via text.
    • Portable computer to list shortcuts where things may be found.
    • Internet provider to view the history.
    • ATM card pins to check bank balances.
  • Make sure that you have a back-up person (contingent beneficiary) if the first person to receive your assets dies before you do.

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Learn about the benefits to having a plan for your estate, written by Ohio Financial Lawyers own Deborah Mack and Aimee Kline.  This insider guide to Estate Planning will teach you what lawyers don’t always tell you.  

Savvy Estate Planning Book Cover