Download our Checklist: What Issues Should I Consider When Reviewing My Estate Planning Documents?

Estate planning is a critical aspect of the financial planning process. Reviewing your estate planning documents is an important exercise, both at the outset and throughout life as the world around you changes. However, this can be a daunting task, and you may find the exercise tedious and, perhaps, confusing. To help guide your document review, we have created this checklist. It covers key considerations regarding the most common estate planning documents, including:

Wills | Living Trusts | Irrevocable Trusts | Powers of Attorney | Living Wills