Hack Your Wealth

16 essential estate planning checklist topics to protect your family and give you peace of mind


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#9: We discuss the details of actually HOW to do estate planning, including the 16 essential estate planning checklist topics you need to prepare or update your estate plan.

We talk about: 

  • The 16 essential checklist topics that should be part of any comprehensive estate plan
  • The role of attorneys and CPAs in estate planning (and the distinction between what each does)
  • How much an attorney will cost, how to find a good one, and things to think about if you’re considering to do parts of your estate plan yourself

Links mentioned in this episode:

  • 16-point estate planning checklist
  • How to set up a revocable living trust (with sample trust document)
  • How to write a will
  • Life insurance: How to calculate exactly how much you need in 4 simple steps
  • Martindale-Hubbell
  • Avvo
  • HYW private Facebook community

Intro/Outro: Old Bossa by Twin Musicom. 

...more
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Hack Your WealthBy Andrew Chen

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