Excel Bookkeeping, Inc.


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Estate Planning: 11 Things to Do Before You Die

1.    Gather important documents and contact information

2.    Execute a last will and testament

3.    Complete a living will or advance directive

4.    Put in place a power of attorney

5.    Establish a living trust

6.    Update your beneficiaries

7.    Secure your digital assets

8.    Plan final arrangements

9.    Make copies and store

10.   Talk with your loved ones

11.   Keep everything current

While there is no legal requirement that you consult an estate planning attorney, you may want to speak with an attorney to make sure you have adequately addressed all potential concerns while running through the above estate planning checklist.

When you become a LegalShield Member, you will receive a FREE will prepared for you by an experienced attorney.



Excel Bookkeeping, Inc. 

Small Business Bookkeeping 

April P. Singh, President

3490 S. Maple Ave.

Fresno, CA 93725

(559) 681-6940