Estate Planning & Buy-Sell Agreements Questions & Checklist

Our worksheet helps you identify key issues before talking to a lawyer
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For many closely-held businesses, estate planning is intimately tied to business planning. A lawyer can advise you on your legal questions about estate planning, including drafting or reviewing a buy-sell agreement, a document that lays out what happens to an owner’s stake in the business when they leave for any reason, including voluntary departure for another opportunity, termination, death, disability, or insolvency.

Prepare for your first meeting or call with a trusts and estates lawyer using Priori’s estate planning resources, including our estate planning worksheet. Using our estate planning checklist that sets forth key estate planning issues, you’ll be able to think through the most important legal questions about estate planning in advance of your meeting with your lawyer. You can even send your completed estate planning worksheet directly to your lawyer, so your lawyer can prepare in advance of your meeting and make your interaction as productive and cost-effective as possible. If needed, Priori can also connect you with a trusts and estates lawyer in our vetted network who can assist you with all your legal questions about estate planning.

Complete these questions and we’ll email you a PDF to bring with you to your meeting with an attorney.
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Estate Planning & Buy-Sell Agreements Questions & Checklist
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