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General, Estate Planning
Updated

What Issues Should I Consider Before I Update My Estate Plan?

Updated 09/01/2024

This checklist covers 19 of the most important planning issues to identify and consider for a client before updating their estate plan.  It’s structured as follows:

  • Beneficiary & Fiduciary Issues
  • Assets & Property Related Issues
  • Minors & Children Related Issues
  • Other Issues

Click here for a client-facing email template.

Related Guides
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Category: General, Insurance Planning
As Someone Who Is Working, What Issues Should I Consider When Reviewing My Tax Return?
Category: General, Tax Planning
As A Retiree, What Issues Should I Consider When Reviewing My Tax Return?
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What Issues Should I Consider Before The End Of The Year?
Category: General
What Issues Should I Consider When Reviewing My Investments?
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Should I Change My Medicare Coverage During Open Enrollment?
Category: General, Retirement / Decumulation, Insurance Planning, Life Events
What Issues Should I Consider When Establishing My Charitable Giving Strategy?
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Master List Of Goals
Category: General
What Issues Should I Consider When Reviewing My Estate Planning Documents?
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What Issues Should I Consider When Reviewing Cash Flow?
Category: General
What Issues Should I Consider At The Start Of The Year?
Category: General
What Issues Should I Consider With My Employer-Provided Benefits?
Category: General, Working / Accumulation Phase, Life Events
What Issues Should I Consider When Reviewing My RMD?
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What Issues Should I Consider When Reviewing My Beneficiaries?
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Internal Client Service Calendar
Category: General
What Issues Should I Consider When Establishing And Maintaining My Emergency Fund?
Category: General
What Documents Do I Need To Collect For Filing My 2023 Tax Return?
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