Estate Checklist

Adviser Investments’ Estate Checklist draws from our personal and professional experience helping our clients plan a legacy or pick up the pieces after the loss of a loved one. The two parts of this checklist, which provide guidance on the steps you can take as well as important considerations, won’t relieve the pain of loss, but they can make a difficult time a little easier.

Preparing Your Estate

This checklist details many of the necessary materials to gather to save your loved ones hours of effort, keep you in control of your medical decisions and safeguard your valuable assets.

Here are some other important considerations:

1. Have you established designated beneficiaries for all of your retirement accounts? If so, have you reviewed your choices recently to confirm they are aligned with your present intentions?
2. After death, do you want to be buried or cremated and have you indicated this anywhere in writing?
3. Is there any intention to donate estate assets to a particular non-profit organization or charity?
4. Is the person you’ve named as executor of your estate aware of their role?

Settling an Estate

This checklist covers the important tasks involved with settling an estate in the months after a loved one has passed away.

This material is distributed for informational purposes only. The investment ideas and expressions of opinion may contain certain forward-looking statements and should not be viewed as recommendations or personal investment advice, or considered an offer to buy or sell specific securities. Data and statistics contained in this report are obtained from what we believe to be reliable sources; however, their accuracy, completeness or reliability cannot be guaranteed.

Our statements and opinions are subject to change without notice and should be considered only as part of a diversified portfolio. You may request a free copy of the firm’s Form ADV Part 2, which describes, among other items, risk factors, strategies, affiliations, services offered and fees charged.

Past performance is not an indication of future returns. Tax, legal and insurance information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice, or as advice on whether to buy or surrender any insurance products. Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with Adviser Investments Tax Solutions. We do not provide legal advice, nor sell insurance products. Always consult a licensed attorney, tax professional or licensed insurance professional regarding your specific legal or tax situation, or insurance needs.

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