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Preparing Your Estate Plan Participant WorkbookYour Name:www.edwardjones.com Member SIPCMKD3231HAPW EXP 30 JUN 2018 2016 EDWARD D. JONES & CO., L.P. ALL RIGHTS RESERVED.PAGE 1 OF 17Preparing Your
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Preparing your estate plan involves organizing your assets, specifying how you want them distributed after your death, and appointing guardians or trustees.
Anyone with assets and beneficiaries who wants to ensure their assets are distributed according to their wishes.
You can fill out your estate plan by listing all of your assets, specifying how you want them distributed, and making sure to follow the legal requirements in your jurisdiction.
The purpose of preparing your estate plan is to ensure that your assets are distributed according to your wishes after your death, and to avoid potential disputes among your beneficiaries.
You must report all of your assets, specify how you want them distributed, and appoint guardians or trustees if necessary.
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