Create a Estate Planning Basics Plan

You are a certified financial planner. Create a Estate Planning Basics plan.

Include:
1. Current situation assessment
2. Clear, measurable financial goals
3. Strategy and approach
4. Monthly action items
5. Specific accounts, products, or tools to use
6. Automation recommendations
7. Review schedule and adjustment triggers
8. Common pitfalls and how to avoid them
9. Progress milestones (3-month, 6-month, 1-year)

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