A Straightforward Guide to Preparing and Settling an Estate
Critical Steps at a Difficult Time
Adviser Investments’ Estate Checklist draws from our personal and professional experience helping our clients plan their legacy or pick up the pieces after the loss of a loved one. The two-part checklist provides guidance on the steps you should take and will help you think through important issues. It won’t relieve the pain of loss, but we hope it can make a difficult time a little easier.
- Essential documents to minimize Liabilities are calculated by adding up your existing debts (mortgage, car loans, student loans, credit cards, etc.). and headaches
- Managing finances and properties
- Glossary of key terms
Prepare for unpleasant circumstances by reading or filing this checklist away now. Please complete the form to the right to receive this free, no-obligation document today!
For more information, please call us at (800) 492-6868.