#ESTATE PLAN FUDING CHECKLIST DOWNLOAD#

If you would like to speak with someone about your wealth planning or needs, please reach out to Sid Queler, Head of Wealth Management, at or 61.

#ESTATE PLAN FUDING CHECKLIST DOWNLOAD#

You may download a copy of the checklist by entering your information below.Īt Fiduciary Trust, we have teams of experts in financial planning, estate planning, investment management, tax, philanthropy, and other areas that are available to provide input to the development and implementation of our clients’ wealth plans. To facilitate the discovery process, we have created a Wealth Planning Checklist to guide the identification and review of these key documents and coverages.

Also, identify any charities you wish to support. Identifying the family and friends you want to provide for and protect is a critical first step in any estate plan because taking care of loved ones is the ultimate goal of the estate plan. One element of our wealth planning process is to review your current estate and legal documents as well as insurance coverages and other items to help ensure you have the key elements in place to protect yourself and your family. Estate Planning Checklist identifies the loved ones you want to provide for and protect. This plan is informed by our teams of experts and used to guide investment, tax, philanthropic, estate and other decisions as appropriate. Here is a simple list of the most important estate planning issues to consider. At Fiduciary Trust, we take the time to understand your aspirations, current situation, and objectives, and then create a custom wealth plan, integrating financial and estate planning opportunities. A well-designed wealth plan can play an important role in helping you meet your personal and financial goals, in the near term, and across generations. This article will provide a comprehensive estate planning checklist of the essential elements of a Colorado estate plan, including wills, trusts, powers of attorney, and advance directives.

Estate plan fuding checklist