{"id":34836,"date":"2023-12-03T06:06:39","date_gmt":"2023-12-03T06:06:39","guid":{"rendered":"https:\/\/www.process.st\/templates\/washington-state-checklist-for-estate-planning\/"},"modified":"2024-03-05T15:44:34","modified_gmt":"2024-03-05T15:44:34","slug":"washington-state-checklist-for-estate-planning","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/washington-state-checklist-for-estate-planning\/","title":{"rendered":"Washington State Checklist for Estate Planning"},"content":{"rendered":"\n<section id=\"meet-and-discuss-estate-planning-needs-with-an-attorney\"> \n <h2>Meet and discuss estate planning needs with an attorney<\/h2>\n <div class=\"text-content\">\n   Schedule a meeting with an experienced estate planning attorney to discuss your individual needs and goals. This task is crucial as it sets the foundation for the entire estate planning process. During the meeting, you will provide details about your assets, beneficiaries, and any specific wishes you have for your estate. The attorney will explain the various options available to you, answer your questions, and guide you towards the best estate planning strategy for your situation. Remember to bring any relevant documents or information with you to the meeting. \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Meeting Date <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Attorney <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"identify-all-assets-and-their-approximate-value\"> \n <h2>Identify all assets and their approximate value<\/h2>\n <div class=\"text-content\">\n   Compile a comprehensive list of all your assets and their approximate values. This includes real estate, bank accounts, investment accounts, retirement accounts, life insurance policies, business interests, vehicles, valuable personal property, and any other assets you own. Knowing the value of your assets will help determine the appropriate estate planning strategies. Consider using online tools, account statements, or consulting with financial professionals to accurately assess asset values. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> List of Assets <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"identify-beneficiaries\"> \n <h2>Identify beneficiaries<\/h2>\n <div class=\"text-content\">\n   Determine who you want to inherit your assets after your death. Beneficiaries can include family members, friends, charities, or organizations. Consider their needs and wishes when making these decisions. It is important to be clear and specific in identifying beneficiaries to avoid confusion or disputes in the future. Additionally, you may want to specify contingent beneficiaries in case your primary beneficiaries are unable to inherit the assets. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> List of Beneficiaries <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"determine-who-will-be-the-executor-of-the-estate\"> \n <h2>Determine who will be the executor of the estate<\/h2>\n <div class=\"text-content\">\n   Choose a person or professional entity who will be responsible for administering your estate and carrying out your wishes after your death. This individual, known as the executor or personal representative, should be someone you trust to handle financial matters, make important decisions, and distribute assets according to your instructions. Discuss your choice with the potential executor to ensure they are willing to take on this responsibility. It is advisable to name an alternate executor in case the primary choice is unable to fulfill their duties. \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Primary Executor <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Alternate Executor <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"prepare-a-will-or-trust\"> \n <h2>Prepare a will or trust<\/h2>\n <div class=\"text-content\">\n   Create a legally valid will or trust document that outlines how you want your assets to be distributed or managed after your death. A will is a common estate planning tool that allows you to specify beneficiaries, name guardians for minor children, and designate an executor. A trust, on the other hand, can provide added benefits such as avoiding probate, providing asset protection, and maintaining privacy. Work closely with your attorney to determine the most appropriate option based on your individual circumstances and goals. \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Preferred Document Type <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Will \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Trust \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"establish-power-of-attorney\"> \n <h2>Establish power of attorney<\/h2>\n <div class=\"text-content\">\n   Designate a trusted person to act on your behalf if you become unable to make decisions or manage your financial affairs due to incapacity. This individual, known as the power of attorney agent, will have the legal authority to make financial and legal decisions on your behalf. It is important to choose someone who is responsible, trustworthy, and understands your wishes. Consult with your attorney to determine the appropriate power of attorney document and discuss the specific powers and limitations you wish to grant. \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Power of Attorney Agent <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"establish-healthcare-directives\"> \n <h2>Establish healthcare directives<\/h2>\n <div class=\"text-content\">\n   Create a healthcare directive to ensure your medical treatment preferences are honored if you are unable to communicate your wishes. This can include a living will, which outlines your desired medical treatments or interventions, and a healthcare power of attorney, which designates a trusted person to make healthcare decisions on your behalf. Discuss your preferences with your loved ones and provide copies of the healthcare directive to your healthcare providers, the designated agent, and family members. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Medical Treatment Preferences <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Healthcare Power of Attorney Agent <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"identify-potential-estate-tax-considerations\"> \n <h2>Identify potential estate tax considerations<\/h2>\n <div class=\"text-content\">\n   Understand the potential estate tax implications or obligations that may arise based on the size of your estate and applicable tax laws. Elevated estate values may trigger estate tax liabilities. Consult with your attorney and financial advisor to explore strategies that can help minimize or mitigate potential estate taxes, such as gifting, establishing trusts, or leveraging exemptions and deductions. \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Estate Value Range <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      &lt; $2,000,000 \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      $2,000,000 - $5,000,000 \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      $5,000,000 - $10,000,000 \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      $10,000,000 - $20,000,000 \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      &gt; $20,000,000 \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"approval-attorney-review-of-will-or-trust\"> \n <h2>Approval: Attorney Review of Will or Trust<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Prepare a will or trust<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"prepare-necessary-documents-for-estate-planning\"> \n <h2>Prepare necessary documents for estate planning<\/h2>\n <div class=\"text-content\">\n   Gather any necessary documents, records, or information needed for the estate planning process. This may include property deeds, vehicle titles, financial account statements, insurance policies, business documents, and previous estate planning documents. Having these items readily available will help facilitate the creation of a comprehensive estate plan and ensure all relevant details are considered. \n <\/div> \n <div class=\"file-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Upload Documents <\/label> \n   <div class=\"file-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"determine-handling-of-digital-assets-post-death\"> \n <h2>Determine handling of digital assets post death<\/h2>\n <div class=\"text-content\">\n   Decide how you want your digital assets, such as online accounts, social media profiles, and digital files, to be handled after your death. Digital assets may hold sentimental or financial value, and their management should be included in your estate plan. Consider designating a digital executor, providing instructions on access or deletion of accounts, and utilizing password management tools to securely store your login credentials. \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Digital Assets Handling <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Delete all digital assets \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Transfer ownership of digital assets \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Provide instructions to digital executor \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Other \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"set-up-a-meeting-with-a-financial-advisor\"> \n <h2>Set up a meeting with a financial advisor<\/h2>\n <div class=\"text-content\">\n   Arrange a meeting with a qualified financial advisor to review your overall financial situation, assess investment strategies, and discuss how your estate plan aligns with your financial goals. A financial advisor can provide valuable insights on tax implications, investment performance, asset allocation, and help ensure your estate plan aligns with your long-term financial objectives. \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Meeting Date <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Financial Advisor <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"understand-the-probate-process-in-washington-state\"> \n <h2>Understand the probate process in Washington State<\/h2>\n <div class=\"text-content\">\n   Educate yourself on the probate process specific to Washington State. Understand the requirements, timelines, and potential costs associated with probate. Being aware of the probate process will assist you in making informed estate planning decisions and potentially take steps to avoid or streamline probate proceedings. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Key Points in Washington State Probate Process <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"determine-if-any-charitable-donations-will-be-made\"> \n <h2>Determine if any charitable donations will be made<\/h2>\n <div class=\"text-content\">\n   Consider whether you would like to include charitable donations in your estate plan. Charitable donations can provide tax benefits and allow you to support causes or organizations you care about. Research charitable organizations that align with your values, discuss your intentions with your attorney, and explore options such as establishing a charitable trust or including specific bequests in your will. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Charitable Organizations <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n <div class=\"number-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Estimated Donation Amount <\/label> \n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\"> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-financial-advisor-review\"> \n <h2>Approval: Financial Advisor Review<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Set up a meeting with a financial advisor<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"arrange-for-safekeeping-of-all-estate-planning-documents\"> \n <h2>Arrange for safekeeping of all estate planning documents<\/h2>\n <div class=\"text-content\">\n   Securely store all your estate planning documents in a safe and accessible location. Inform your loved ones or trusted individuals about the whereabouts of these documents and provide them with copies or access to digital versions if necessary. Consider using a fireproof safe, safety deposit box, or a trusted attorney's office to ensure the protection and availability of your estate planning documents. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Safekeeping Location <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"inform-trusted-relatives-or-friends-about-the-estate-planning\"> \n <h2>Inform trusted relatives or friends about the estate planning<\/h2>\n <div class=\"text-content\">\n   Communicate your estate planning decisions and intentions to trusted relatives or friends to ensure they are aware of your wishes. This can help avoid confusion or conflicts in the future. Explain who you have designated as the executor, provide information about beneficiaries, and discuss any specific assets or instructions you have included in your estate plan. Encourage open dialogue and answer any questions they may have. \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Relatives\/Friends Informed <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Yes \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      No \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      In Progress \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"confirm-that-all-beneficiaries-named-are-current\"> \n <h2>Confirm that all beneficiaries named are current<\/h2>\n <div class=\"text-content\">\n   Regularly review and verify that the beneficiaries named in your estate planning documents are current and reflect your current wishes. Life changes, such as births, deaths, marriages, or divorces, may require updates to beneficiary designations. Consult with your attorney to ensure all beneficiary designations are accurate and aligned with your intentions. Update the designations as needed. \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Beneficiaries Confirmed <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Yes \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      No \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      In Progress \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"plan-funeral-arrangements\"> \n <h2>Plan funeral arrangements<\/h2>\n <div class=\"text-content\">\n   Consider planning your funeral arrangements and communicating your preferences to your loved ones. Decide whether you prefer burial or cremation, choose a specific funeral home or cemetery, and outline any specific wishes for the ceremony or memorial service. Consider consulting with professionals in the funeral industry or utilizing online resources to explore options and ensure your funeral wishes are documented and known. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Funeral Preferences <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"regularly-review-and-update-the-estate-plan-if-necessary\"> \n <h2>Regularly review and update the estate plan if necessary<\/h2>\n <div class=\"text-content\">\n   Schedule regular reviews of your estate plan to ensure it remains up-to-date and aligned with current laws, regulations, and your intentions. Life events, such as births, deaths, marriages, divorces, or significant changes in financial circumstances, may necessitate updates to your estate plan. Discuss any changes or updates with your attorney and make the necessary adjustments to your estate planning documents. \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Review Frequency <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Annually \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Biennially \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Every 5 years \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      As needed \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Next Review Date <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Meet and discuss estate planning needs with an attorney Schedule a meeting with an experienced estate planning attorney to discuss your individual needs and goals. This task is crucial as it sets the foundation for the entire estate planning process. 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