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What Issues Should I Consider When Reviewing My Estate Plan

Estate planning is a critical aspect of the financial planning process. Reviewing your documents is an important exercise, both at the outset and throughout changes in your life. This can be a daunting task for those who may find the exercise tedious and, perhaps, confusing.


To help guide your document review, we have provided this checklist. It covers key considerations regarding the most common estate planning documents, including:

  • Wills
  • Living Trusts
  • Irrevocable Trusts
  • Powers of Attorney
  • Living Wills


Dowload this checklist when reviewing your estate plan:



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