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Helping Diligent Advisors Ensure They're On The Right Planning Path
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Estate planning is a critical aspect of the financial planning process. Reviewing a client’s documents is an important exercise, both at the outset and throughout the advisory relationship. However, this can be a daunting task for both clients and advisors, who 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:
To pair with this resource, or to guide a more general discussion with clients, please see our “What Issues Should I Consider Before I Update My Estate Plan?” checklist.
Click here for a client-facing email template.