Estate-Planning Checklist: Must-Haves Before You Die
Special Report

Estate-Planning Checklist: Must-Haves Before You Die

April 29, 2022

5 Critical Estate-Planning Must-Haves

Drawing upon Adviser Investments’ decades of experience, our comprehensive estate and legacy planning checklist includes a glossary of key terms and identifies five critical estate planning must-haves.

Once completed, your final wishes will be honored and your family will be unburdened, with appropriate time to grieve instead of picking up the pieces you left behind.

Estate Planning Checklist Includes: 

#1—Legal Documents: Required forms to guarantee your assets are distributed as you intended, (i.e., likely requires more than a will).

#2—Health Care Directives: In the event of your incapacitation, you need six health care advance directives (documents). That’s right—six, with two key items that are often overlooked, possibly decreasing the impact of medical treatments.

#3—Income Distribution and Spending Plans: Heirs often don’t know where your assets are held. Therefore, identifying four key income sources is critical for transferring assets to beneficiaries.

Unlock Access to the Full Article

Adviser Investments' logo is a registered trademark of Adviser Investments, LLC.