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Category:
Estate Planning & Charitable Giving, Client Meetings & Client Service Calendar

Estate Planning Documents Review

What Issues Should I Consider When Reviewing My Estate Planning Documents?

Estate planning is a critical aspect of the financial planning process. Reviewing a client’s documents is an important exercise, both at the outset and throughout the advisory relationship. However, this can be a daunting task for both clients and advisors, who may find the exercise tedious and, perhaps, confusing.

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

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

To pair with this resource, or to guide a more general discussion with clients, please see our “What Issues Should I Consider Before I Update My Estate Plan?” checklist.

 

Click here for a client-facing email template.

This guide is a part of the Topic Bundle: Client Service Calendar.

Related Guides
Updating An Estate Plan
Category: Estate Planning & Charitable Giving, Client Meetings & Client Service Calendar
Reviewing Beneficiaries
Category: Estate Planning & Charitable Giving, Client Meetings & Client Service Calendar

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