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IS YOUR ESTATE PLAN OUTDATED? Review the questions below to see if it is time for an Estate Plan review 1. Has it been more than 3 years since you reviewed your current estate plan? 2. If you have

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What is is your estate plan?

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

Who is required to file is your estate plan?

Anyone who owns assets and wants to control how those assets are distributed after their death is required to create an estate plan.

How to fill out is your estate plan?

To fill out an estate plan, you will need to gather information about your assets, decide how you want them to be distributed, and choose someone to oversee the distribution of your assets.

What is the purpose of is your estate plan?

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

What information must be reported on is your estate plan?

Information such as a list of assets, beneficiaries, and instructions for distribution must be reported on an estate plan.

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