Estate planning checklist
Help ensure your assets are distributed per your wishes.
6. Talk to your family
You’ll want to let your children know where you keep your will, medical directive and trust documents. And make sure everyone knows whom you’ve named as your executor or trustee.
If you’re not sure where to start on your estate planning checklist, speak with one of our financial advisors. He or she can help determine what may be needed for your individual situation and portfolio of assets. We also recommend coupling that with a meeting with an estate attorney to create a comprehensive estate plan.
This material was prepared for informational and/or educational purposes only. Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.