Estate planning checklist

Use our comprehensive estate planning guide and checklist to determine if an online service is right for you.

This super simple 21 step estate planning checklist will help you to get your affairs in order in the event of incapacity or death.

Setting up your financial files for your estate planning is not for you, it is for your living relatives. Get a comprehensive detail of what to keep.

More than 70% of adults avoid preparing for end-of-life realities. They don’t have wills or trusts, advance medical directives or pre-need funeral

Emergency Binder Checklist - Free download as PDF File (.pdf), Text File (.txt) or read online for free. This document provides a checklist of important documents to collect and organize into an emergency binder. It lists various categories of documents including identification, insurance, legal, estate planning, property, tax, investment, medical, and contact information. The checklist recommends keeping copies in the binder and original documents in a safety deposit box for easy access…

A personal story from a financial planner’s own family illustrates the importance of being prepared … and what happens when your parents aren’t.

Pin by Angela K on Retirement Papers in 2022 | Estate planning checklist, Funeral planning checklist, Family emergency binder

As a child, I often heard about the importance of writing a will to protect children in case of an unexpected death. However, as an adult, I’ve noticed a growing buzz about the benefits of having a living trust. Growing up, I assumed trusts were only for the wealthy, so I never considered exploring

How revocable and irrevocable trusts ensure assets go to beneficiaries without them having to endure the long, expensive and public process of probate.

Once you have established your estate plan, make sure it stays sound by revisiting it at regular intervals or at key life events.