Estate Planning ChecklistEstate Planning Checklist

Having estate planning conversations with your clients? Wealth.com has created this checklist to help financial advisors cover all the necessary points while having discussions to help clients optimize their financial planning — wherever they are in their estate planning journey. 

This easy-to-follow checklist ensures you ask all the right questions and gather the necessary information to foster more meaningful conversations with your clients. This checklist will help you:

- Structure effective estate planning meetings
- Understand the key information clients need to provide
- Guide clients on the next steps to create or update their plans

Download the checklist today.