Legacy Planning Checklist It is important to have an estate plan that is up to date and accurate. This checklist will make you aware of important points to consider prior to creating or updating your legacy plan. Download PDF Legacy Planning Checklist Name * First Name Last Name Email * Thank you! Click here to download PDF. Legacy PlanningMegan EastonNovember 23, 2020 Facebook0 Twitter LinkedIn0 Pinterest0 0 Likes