To the extent that you can, it’s a wise idea to set yourself up for success by limiting the opportunities for a will contest to emerge. Using a checklist is a good way to increase the chances that your will considers all possible options and is developed with the end in mind
We have a standard questionnaire and a checklist of documents required
Rationalize Retirement Lifestyle (checklist?) (pre-retirement stage; again NLT 1 year prior) i...Living Transitions (checklist?) i...Selecting an assisted living facility (checklist?) e
3 Comments - I look forward for more ideas and refining this checklist. I added some points to the Young Adults category and will do so for the International Move soon
In order to limit the possibility for such arguments, consider the following checklist: Consider who should be included in the process Detail the process of selection Think about how gifts should be treated Evaluate how separate appraisals of the same item should be treated Determine how items with only sentimental value will be classified Set up systems to allow for the home to be vacated as quickly as possible To learn more about the importance of planning ahead for personal property, contact us today at [email protected]
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