Welcome, Guest!
Back

What Issues Should I Consider When Reviewing My Estate Planning Documents?

Category:
General, Estate Planning
Blurred Flowchart

Become a Member to view.
Already a member? Login Here

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:

  • Wills
  • Living Trusts
  • Irrevocable Trusts
  • Powers of Attorney
  • Living Wills

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.

 

Updated for 11/15/2021

Click here for a client-facing email template.


Related Guides
What Issues Should I Consider When Reviewing My Health And Life Insurance Policies?
Category: General, Insurance Planning
What Issues Should I Consider When Reviewing My Property And Casualty Insurance Policies?
Category: General, Insurance Planning, Assets and Investment Planning
As Someone Who Is Working, What Issues Should I Consider When Reviewing My Tax Return?
Category: General, Tax Planning
As A Retiree, What Issues Should I Consider When Reviewing My Tax Return?
Category: General, Tax Planning
What Issues Should I Consider Before The End Of The Year?
Category: General
Issues To Consider In Client Annual Review Meeting
Category: General
What Issues Should I Consider Before I Update My Estate Plan?
Category: General, Estate Planning
What Accounts Should I Consider If I Want To Save More?
Category: General
Am I At Risk Of Having My Identity Stolen Or Being A Victim Of Fraud?
Category: General
What Issues Should I Consider When Reviewing My Investments?
Category: General, Assets and Investment Planning
Should I Change My Medicare Coverage During Open Enrollment?
Category: General, Retirement / Decumulation, Insurance Planning
Master List Of Goals
Category: General
Should I Use A Donor Advised Fund (DAF) When Giving To Public Charities?
Category: General, Retirement / Decumulation, Estate Planning
What Issues Should I Consider When Reviewing Cash Flow?
Category: General
What Issues Should I Consider At The Start Of The Year?
Category: General
[class^="wpforms-"]
[class^="wpforms-"]