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  1. Trust & Will
  2. Estate Planning
  3. Finalizing Your Estate Plan
  4. Next Steps

Next Steps

  • How to Have Physical Copies of Your Estate Plan Documents Sent
  • How to Share Your Estate Plan Digitally
  • How to Finalize and Manage Your Completed Documents
  • Funding Your Trust: How to Transfer Assets to a Trust
  • Reviewing and Updating Your Completed Estate Plan Documents
  • How to Update Your State Information After a Move
  • Updating Your Documents After Having a Child
  • Being Nominated as a Guardian: What You Need to Know
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