Estate Planning Checklist

Welcome to DMF insurance! At DMF Insurance we offer full service independent life and disability insurance and we specialize in helping you build an estate planning check list. We can assist you with building an estate planning check list plan that will be both affordable and effective.

One of the most valuable gifts you can leave to your heirs is a well-organized estate and accurate records of your important personal data and the way to start is by building an estate planning check list. The form that follows is intended to provide an organized structure for you to record important personal data. Your heirs will thank you for completing this information—do it now!

Always keep in mind that there are almost no absolutes in the law. That is, virtually every rule or law has a list of exceptions, sometimes much longer than the rule or law itself. Also, the laws regulating wills, trusts, guardianship, and probate are state laws, and every state's laws differ from every other state's laws. Just because you know the law of intestate succession in Ohio does not mean that you know how Illinois handles it. And finally, the law is constantly changing. Legislatures write new law, modify old law, and the courts constantly rule on what the law means.

Contact DMF Insurance today to discuss your estate planning check list needs. Our team of dedicated estate planning check list specialists will work side-by side with your personal advisors to develop an integrated estate planning check list that is tailored to your unique circumstances. Your DMF Financial Advisor will introduce you to this professional team of estate planning check list specialists and serve as your liaison throughout this comprehensive planning process.