Welcome back,
Heather Smith
Plan strength
72%
2 of 6 steps done
Docs to sign
6
0 already signed
Net worth
$1,501,000
3 asset categories
People
7
Connected to your plan
72%
Your plan strength
Next up: Sign your Pour Over Will. You have 4 steps left to complete.
Documents
0of 6 signed
- Pour Over WillTo sign
- Revocable Living TrustTo sign
- HIPAA AuthorizationTo sign
- Power of Attorney (template)To sign
Estate inventory
Total assets
$1,501,000
- Cash$250,000
- Business interests$501,000
- Life insurance$750,000
What's left to do
Sign your Pour Over Will
Print, sign, and notarize your will to make it legally valid.
Sign your Revocable Living Trust
Execute your trust document in front of a notary.
Fund your trust
Transfer assets into your trust using the Bill of Transfer.