{"id":35073,"date":"2023-12-13T04:15:38","date_gmt":"2023-12-13T04:15:38","guid":{"rendered":"https:\/\/www.process.st\/templates\/estate-planning-bc-checklist\/"},"modified":"2024-03-05T15:51:01","modified_gmt":"2024-03-05T15:51:01","slug":"estate-planning-bc-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/estate-planning-bc-checklist\/","title":{"rendered":"Estate Planning BC Checklist"},"content":{"rendered":"\n<section id=\"identify-the-clients-estate-planning-goals\"> \n <h2>Identify the client's estate planning goals<\/h2>\n <div class=\"text-content\">\n   This task involves understanding the client's desired outcomes for their estate planning. What are their goals and objectives? The information gathered here will guide the entire process. Be sure to ask open-ended questions to encourage the client to share their hopes and wishes. What are some potential challenges that might arise in determining the client's goals, and how can they be addressed? Resources needed for this task include a questionnaire or interview template. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Client's estate planning goals <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"detail-the-clients-current-financial-situation\"> \n <h2>Detail the client's current financial situation<\/h2>\n <div class=\"text-content\">\n   To proceed with estate planning, it's crucial to have a clear understanding of the client's financial situation. This task involves gathering information about their income, expenses, assets, debts, and investments. How can the client's financial situation impact their estate planning decisions? Are there any potential challenges in obtaining accurate financial information, and how can they be overcome? Resources needed for this task include financial assessment forms or templates. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Client's current financial situation <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"assess-the-clients-family-structure-and-relationships\"> \n <h2>Assess the client's family structure and relationships<\/h2>\n <div class=\"text-content\">\n   Understanding the client's family structure and relationships is crucial for effective estate planning. This task involves gathering information about family members, identifying any potential conflicts, and determining beneficiaries. How can the client's family dynamics impact their estate planning decisions? Are there any potential challenges in assessing family relationships, and how can they be addressed? Resources needed for this task include family tree templates or relationship assessment forms. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Client's family structure and relationships <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"make-a-list-of-clients-assets-and-their-value\"> \n <h2>Make a list of client's assets and their value<\/h2>\n <div class=\"text-content\">\n   Creating a comprehensive list of the client's assets and their estimated value is essential for estate planning. This task involves identifying and documenting all assets such as properties, investments, bank accounts, vehicles, and valuable possessions. How can the client's assets impact their estate planning decisions? Are there any potential challenges in gathering accurate asset information, and how can they be overcome? Resources needed for this task include asset inventory templates or valuation tools. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Client's assets and their value <\/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-potential-tax-implications\"> \n <h2>Identify potential tax implications<\/h2>\n <div class=\"text-content\">\n   Understanding the potential tax implications of the client's estate planning decisions is crucial to optimize their plan. This task involves identifying any tax consequences related to assets, inheritance, and gifting. How can tax implications impact the client's estate planning decisions? Are there any potential challenges in determining tax implications, and how can they be addressed? Resources needed for this task include tax planning guides or consultation with a tax expert. \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Potential tax implications <\/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      Income tax \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      Estate tax \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      Gift tax \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      Capital gains tax \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      Inheritance tax \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"draft-a-will-according-to-the-clients-wishes\"> \n <h2>Draft a will according to the client's wishes<\/h2>\n <div class=\"text-content\">\n   Creating a will that accurately reflects the client's wishes is a crucial step in estate planning. This task involves drafting a legally sound will that addresses the distribution of assets and identifies guardians for minor children, if applicable. How can the client's wishes impact the content of the will? Are there any potential challenges in drafting a will, and how can they be overcome? Resources needed for this task include will drafting templates or consultation with an estate planning attorney. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Draft of the client's will <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-will-by-lawyer\"> \n <h2>Approval: Will by Lawyer<\/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\">Draft a will according to the client's wishes<\/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=\"draft-a-living-will-or-advance-health-care-directive\"> \n <h2>Draft a Living will or advance health care directive<\/h2>\n <div class=\"text-content\">\n   Creating a living will or advance health care directive allows the client to specify their medical treatment preferences in case they become unable to communicate their wishes. This task involves drafting a document that outlines the client's desired medical treatments, end-of-life care options, and designation of a healthcare proxy. How can a living will impact the client's estate planning decisions and healthcare choices? Are there any potential challenges in drafting a living will, and how can they be addressed? Resources needed for this task include living will templates or guidance from a healthcare professional. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Draft of the client's living will or advance health care directive <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-living-will-by-lawyer\"> \n <h2>Approval: Living Will by Lawyer<\/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\">Draft a Living will or advance health care directive<\/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=\"discuss-power-of-attorney-options-with-client\"> \n <h2>Discuss Power of Attorney options with client<\/h2>\n <div class=\"text-content\">\n   Exploring Power of Attorney options with the client is crucial for managing their financial and legal affairs in case of incapacity. This task involves discussing the different types of Power of Attorney, their roles, limitations, and selecting an appropriate agent. How can Power of Attorney decisions impact the client's estate planning and financial management? Are there any potential challenges in discussing Power of Attorney, and how can they be addressed? Resources needed for this task include Power of Attorney guidance materials or consultation with an attorney. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Client's Power of Attorney 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=\"create-any-necessary-trusts\"> \n <h2>Create any necessary Trusts<\/h2>\n <div class=\"text-content\">\n   Establishing trusts can provide additional control and flexibility in managing the client's assets and beneficiaries. This task involves determining the need for trusts based on the client's goals and circumstances, and drafting the necessary trust documents. How can trusts impact the client's estate planning decisions and asset management? Are there any potential challenges in creating trusts, and how can they be overcome? Resources needed for this task include trust creation templates or consultation with an estate planning attorney. \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Necessary trusts <\/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      Revocable living trust \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      Irrevocable trust \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      Charitable trust \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      Special needs trust \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      Testamentary trust \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"approval-trust-creation-by-lawyer\"> \n <h2>Approval: Trust Creation by Lawyer<\/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\">Create any necessary Trusts<\/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=\"discuss-clients-desires-for-funeral-arrangements--organ-donation\"> \n <h2>Discuss client's desires for funeral arrangements \/ organ donation<\/h2>\n <div class=\"text-content\">\n   Addressing the client's desires for funeral arrangements and organ donation is an important aspect of estate planning. This task involves discussing their preferences for funeral or memorial services, burial or cremation, and any wishes related to organ or body donation. How can the client's preferences impact their estate planning decisions and end-of-life arrangements? Are there any potential challenges in discussing funeral arrangements, and how can they be addressed? Resources needed for this task include funeral planning guides or consultation with a funeral director. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Client's desires for funeral arrangements \/ organ donation <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"communicate-with-potential-executors--trustees\"> \n <h2>Communicate with potential executors \/ trustees<\/h2>\n <div class=\"text-content\">\n   Involving potential executors or trustees in the estate planning process ensures clear communication and understanding of their roles. This task involves discussing the responsibilities, expectations, and desired level of involvement with potential executors or trustees. How can effective communication with executors or trustees impact the success of the estate plan? Are there any potential challenges in communicating with potential executors or trustees, and how can they be addressed? Resources needed for this task include executor or trustee communication templates or consultation with an estate planning attorney. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Communication with potential executors \/ trustees <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"secure-storage-of-all-documents\"> \n <h2>Secure storage of all documents<\/h2>\n <div class=\"text-content\">\n   Ensuring the secure storage of all estate planning documents is crucial for their accessibility and protection. This task involves discussing options for document storage, such as safes, vaults, or digital storage platforms, and organizing the client's relevant documents. How can secure document storage impact the efficacy of the estate plan? Are there any potential challenges in securing document storage, and how can they be addressed? Resources needed for this task include document storage guidelines or consultation with a professional document storage service. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Secure storage options for estate planning documents <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"arrange-a-convenient-date-for-signing-of-all-documents\"> \n <h2>Arrange a convenient date for signing of all documents<\/h2>\n <div class=\"text-content\">\n   Scheduling a convenient date for signing all estate planning documents ensures the completion of the plan. This task involves coordinating with the client and any necessary witnesses or notaries to schedule a date for document signing. How can scheduling impact the finalization of the estate plan? Are there any potential challenges in arranging a signing date, and how can they be addressed? Resources needed for this task include a calendar or scheduling tools. \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Date for signing of estate planning documents <\/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<section id=\"witness-and-notarize-the-signed-documents\"> \n <h2>Witness and Notarize the signed documents<\/h2>\n <div class=\"text-content\">\n   Witnessing and notarizing the signed estate planning documents validates their legal authenticity. This task involves arranging for witnesses and a notary public to be present during the document signing. How can witnessing and notarizing impact the validity of the estate plan? Are there any potential challenges in organizing witnesses and notary services, and how can they be addressed? Resources needed for this task include witness and notary guidelines or consultation with a notary public. \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Witnesses <\/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=\"ensure-client-understands-the-plan-and-its-implications\"> \n <h2>Ensure client understands the plan and its implications<\/h2>\n <div class=\"text-content\">\n   Ensuring the client fully understands their estate plan and its implications is essential. This task involves explaining the details of the estate plan, addressing any questions or concerns the client may have, and confirming their comprehension. How can understanding the estate plan impact the client's confidence in its efficacy? Are there any potential challenges in explaining the plan, and how can they be addressed? Resources needed for this task include estate plan explanation materials or consultation with an estate planning professional. \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Client's understanding of the estate plan <\/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      Fully understood \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      Partial understanding \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      Needs further explanation \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      Unclear \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      Needs legal advice \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"prepare-for-possible-estate-probate\"> \n <h2>Prepare for possible estate probate<\/h2>\n <div class=\"text-content\">\n   Estate probate is the legal process of administering a deceased person's estate. This task involves preparing the necessary documentation and information in case the client's estate needs to go through probate. By gathering the required documents and ensuring their accuracy and completeness, you can streamline the probate process and minimize delays and complications. \n <\/div> \n <div class=\"file-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Required documents for potential estate probate <\/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=\"schedule-follow-up-meetings-for-checking-and-updates\"> \n <h2>Schedule follow up meetings for checking and updates<\/h2>\n <div class=\"text-content\">\n   Regular follow-up meetings are essential to ensure that the client's estate plan remains up-to-date and aligned with their changing circumstances or goals. This task involves scheduling future meetings to review and update the estate plan as needed. By maintaining ongoing communication and monitoring, you can provide ongoing support and ensure the effectiveness of the estate plan. \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Preferred date for follow-up meeting <\/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=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Agenda for follow-up meeting <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Identify the client's estate planning goals This task involves understanding the client's desired outcomes for their estate planning. What are their goals and objectives? The information gathered here will guide the entire process. Be sure to ask open-ended questions to encourage the client to share their hopes and wishes. What are some potential challenges that [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"\ud83d\udccb","cover_icon_url":"","tasks_count":"20","template_description":"\"Estate Planning BC Checklist: Comprehensive step-by-step guide for making effective estate plans. Save, secure, and manage your legacy with clarity.\"","template_id":"i9insxiLEGpZ1Nqrn7dDRw","task_0":"Identify the client's estate planning goals","task_slug_0":"identify-the-clients-estate-planning-goals","task_1":"Detail the client's current financial situation","task_slug_1":"detail-the-clients-current-financial-situation","task_2":"Assess the client's family structure and relationships","task_slug_2":"assess-the-clients-family-structure-and-relationships","task_3":"Make a list of client's assets and their value","task_slug_3":"make-a-list-of-clients-assets-and-their-value","task_4":"Identify potential tax implications","task_slug_4":"identify-potential-tax-implications","task_5":"Draft a will according to the client's wishes","task_slug_5":"draft-a-will-according-to-the-clients-wishes","task_6":"Approval: Will by Lawyer","task_slug_6":"approval-will-by-lawyer","task_7":"Draft a Living will or advance health care 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