top of page
SHFG LOGO PNG.png

This checklist consists of a list of documents that assist an individual in arranging their estate and end-of-life medical requests. Thec checklist covers healthcare proxies, financial agents, will, and trusts and denotes the applicable state law provision that applies to each component of the estate plan.

 

Choose your state of residency to receive the estate planning checklist applicable for your state.

Estate Planning Checklist

$9.99Price
    Send Us a Message
    SHFG SUBMARK LOGO COLOR PNG.png

    Southern Heritage Financial Group

    100 Hartsfield Centre Parkway

    Suite 500
    Atlanta, GA 30354

    404.445.6258

    Monday-Thursday: 9a - 9p EST
    Friday: 9a - 5p EST
    Saturday: Closed
    Sunday: Closed

    All Federal Holidays: Closed

    • Instagram
    • Facebook
    • Twitter

    Thanks for submitting!

    © 2022 Southern Heritage Financial Group. Designed by Derin Lindsey: The Brand. Edited by www.chrisjyancy.com

    bottom of page