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FREE Estate Planning Checklist… AND Guide for Survivors

“Nothing in life is free!!!!” My dad used to say that when I was a kid; I can still hear it. And for the most part, I think he was right… but not in this case. Below, you’ll find a link to my Estate Planning Checklist/Guide for Survivors. It could be one of the most important gifts you leave to your family.

The loss of a loved one is a tragic event and is often a confusing time for everyone. Even when the emotional aspects of a loss begin to subside, the task of accumulating records and handling estate decisions can become formidable if not completely overwhelming. But some people, for a variety of reasons, are still reticent about taking steps to provide direction and clarity regarding their affairs and estate.

This Estate Planning Checklist/Guide for Survivors will help you organize your thoughts, plans and action items. Your diligence and commitment to organizing and preparing a plan will be a great blessing and encouragement to those you love and leave behind.

You should take the time now to ease the grieving process for your survivors. To access the Estate Planning Checklist/Guide for Survivors, click on this link:

And please contact me if I can provide help or assistance as you take these important steps. You can reach me at (813) 244-7758 or


Ross Spano

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