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01 — Will & Legal
Will & Legal
The legal scaffolding that lets your wishes actually be followed.
1
Do you have a current, signed will?
Written in the last 5 years and reflecting your current life.
2
Does someone you trust know where to find the original document?
3
Have you appointed a Power of Attorney for finances and/or health?
4
Are your beneficiaries named on pensions and life insurance up to date?
5
Have you recorded your wishes for guardianship of dependents (if applicable)?