ESTATE PLANNING CHECKLIST CALIFORNIA HOW TO
ESTATE PLANNING CHECKLIST CALIFORNIA PDF
ESTATE PLANNING CHECKLIST CALIFORNIA PROFESSIONAL
ESTATE PLANNING CHECKLIST CALIFORNIA DOWNLOAD

Bank accounts: Checking, savings, certificate of deposit, and money market accounts.

Real property: Any land, building, or residence that your client owns or has a mortgage on.

Let’s take a look at what your client should include in their balance sheet:

ESTATE PLANNING CHECKLIST CALIFORNIA PROFESSIONAL

Help your client by determining which assets are easier to estimate based on current market value, and which assets, like private business interests, may need an independent professional appraisal. Things intended for a payout later, like retirement accounts, and life insurance.

Things that your clients own a title to directly, like their house, vehicles, bank, and investment accounts.The estate planning personal balance sheetīefore diving into the official estate planning documents, make sure your client has a complete list of their assets and estimates of each asset’s value.ĭina Nam says to think of assets in two different ways:

It will also dispel common assumptions and misperceptions financial advisors have when it comes to estate documents. Our checklist will help you understand why each estate planning element is essential and what to consider as you and your clients plan for 2023. We’ll give you clear insights into a difficult topic: what your clients need to have in place in the event of their death or incapacitation. That’s why we’ve created this easy-to-follow estate planning checklist. As their financial advisor, you’re in the best position to keep your clients on task so they can reach their goals and ensure their families are taken care of.īut between a myriad of documents, individual state requirements, and shifting federal estate tax laws, it’s no wonder the estate planning process can be overwhelming for financial advisors and their clients. If something should happen to your clients, regardless of their age or income, it’s crucial that they have a plan for their financial assets. Furthermore, requesting our e-book does not create an attorney-client relationship.Print Share Estate Planning Checklist: Everything your clients’ documents should cover, according to our legal expert This information is critical in crafting an effective estate plan, so don't wait!Īll information provided to us will be kept confidential and will not be shared with any third parties.

ESTATE PLANNING CHECKLIST CALIFORNIA DOWNLOAD

To download our Estate Planning Checklist, just enter your name and email below, and you will receive an email with the free PDF.

ESTATE PLANNING CHECKLIST CALIFORNIA HOW TO

How to Download Our Estate Planning Checklist:

ESTATE PLANNING CHECKLIST CALIFORNIA PDF

You can download the PDF absolutely free simply by filling out the form below. This is a must-have resource for anyone interested in estate planning. This checklist was made as a tool to help people ensure they have everything they need so they can have peace of mind knowing they have a solid, comprehensive, full-proof estate plan, not only so they are properly protected, but so everything is made easy and convenient for their loved ones. And if you already have one, now you have a guide to double check your existing plan against to make sure you aren't missing anything. If you're just getting started, you now have a list laid out for you to make sure you have everything in order. This checklist is for everyone whether you are just now looking to get started creating an estate plan, or you already have one in place.

Luckily, they no longer have to be overwhelmed - with our Estate Planning Checklist, you can get a straight forward look at what's important. Not only do they not want to plan for their death, but they are also overwhelmed by all the options and information out there. Estate planning is off putting to most people.

Estate planning checklist california