Estate planning is a critical aspect of the financial planning process. Reviewing your documents is an important exercise, both at the outset and throughout the management of your estate. However, this can be a daunting task and you may find the exercise tedious and, perhaps, confusing.
This checklist will help guide your review. It covers key considerations regarding the most common estate planning documents, including:
- Wills
- Living Trusts
- Irrevocable Trusts
- Powers of Attorney
- Living Wills
