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ESTATE PLANNING CHECKLIST An estate plan will help protect you, your family and your wealth, now and in the years to come. You can use this checklist to share with an advisor for advice specific to

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What is an estate plan will?

An estate plan will is a legal document that outlines how a person's assets should be distributed after their death.

Who is required to file an estate plan will?

Anyone who has assets and wants to specify how those assets should be distributed after their death is required to file an estate plan will.

How to fill out an estate plan will?

To fill out an estate plan will, one should consult with an attorney or use an online template to clearly specify their wishes regarding asset distribution.

What is the purpose of an estate plan will?

The purpose of an estate plan will is to ensure that a person's assets are distributed according to their wishes after their death.

What information must be reported on an estate plan will?

An estate plan will must include information about the person's assets, beneficiaries, guardianship for minors, and executor of the will.

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