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

Written By Gerald Hendrik
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Estate planning is a critical aspect of the financial planning process. Reviewing your documents is an important exercise, both at the outset and throughout the advisory relationship. However, this can be a daunting task for both you and your financial advisor, 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

If Rockwall Wealth Advisors can help with anything Estate related, please do not hesitate to reach out. We are verse on estate planning but, also partner with Estate Attorneys that are incredible.

We look forward to helping you with this journey.

-Rockwall Wealth Advisors-

(214) -923-5237

contactus@rockwallwealthadvisors.com

www.rockwallwealthadvisors.com

Gerald Hendrik
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