pathfinder - 2

What Issues Should I Consider When Reviewing My Estate Planning Documents?

Back to Resource List
I Need More Specific Help

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

Looking for More How To Guides?

Subscribe to our blog and be the first to receive our bi-weekly posts paired with helpful step-by-step guides to tough financial topics.