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Estate Planning Audit: Where Are Your Gaps?
Map every asset you own to one of three transfer buckets. See exactly who gets what when you die, and whether that's who you intended. Most people find at least one surprise.
What’s inside
- ●List your assets by transfer method (beneficiary form, joint title, probate)
- ●Identify who currently receives each asset
- ●Flag gaps where your plan doesn't match your intention
- ●Document checklist: will, POA, trust, advanced directive
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