Estate Planning
Estate Planning Checklist
Most estate plans don't fail because people skip the will. They fail because of an old beneficiary form, an unfunded trust or nobody knowing where the documents are. Work through this list, mark anything that doesn't apply to you as N/A, and you'll see exactly where the gaps are.
Just getting started
Next Step
Turn this checklist into a finished plan
An estate plan works best when it's built alongside the rest of your financial plan. We help you line up the documents, the beneficiaries and the account titling so everything actually does what you intended.
- A review of your beneficiaries, titling and trust funding against your goals
- Estate documents through Trust & Will at a discounted rate
- Coordination with your attorney and CPA when your situation calls for it
Discipline Funds clients get 10% off their estate plan through Trust & Will.
Talk to Discipline Funds No obligation. Bring this checklist to the conversation.This checklist is for educational purposes only and is not legal or tax advice. Discipline Funds is a registered investment adviser, not a law firm. Estate laws vary by state, so work with a qualified estate attorney before signing anything. Your answers are saved only in this browser on this device.