4. What’s Next for Your Personal Financial Plan?

Create a list of items that you believe would be desirable to include in a will.

Obtain the cost of a will from a number of different sources.

Purpose: To compare costs and features of various types of wills.
Financial Planning Activities: Obtain information for the various areas listed based on your current and future situation; contact attorneys regarding the cost of various types of wills. This sheet is also available in an Excel spreadsheet format in Connect Finance.
Suggested Websites: www.netplanning.com, www.estateplanninglinks.com, www.nnepa.com

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Type of will Features that would be appropriate for my current or future situation Attorney, address, phone, cost