The Ultimate Estate Planning Checklist


At Seidman Wealth, we are always looking out for our clients and have found this to be the ultimate estate planning checklist.
We’ve partnered with Dr. Tom Deans, Ph. D, author of Willing Wisdom — 7 Questions Successful Families Ask - the best-selling estate planning book of all time. Tom has also created ‘The Willing Wisdom Index™’ - a 10 minute questionnaire that was developed using a quantitative and qualitative survey of individuals and financial advisors in eight countries on four continents over a ten year period.
The Willing Wisdom Index™ measures your family’s performance in six critical areas - Health Care, Taxes, Litigation, Communication, Planning and Governance and uses correlation and regression analysis to generate your one-of-a-kind personalized report. It helps you consider important estate planning decisions before you meet with your lawyer, leading to more productive meetings and lower legal fees.
Click here to fill out the Willing Wisdom questionnaire and receive your personalized estate planning checklist ($199.00 value offered at no cost to you. Access code will be automatically applied).