ESTATE PLANNING
ESTATE PLAN REVIEW CHECKLIST
WHAT IS ESTATE PLANNING?
Taking control of your future is crucial to protecting your loved ones. With the right guidance, estate planning can be simple, doable, and provide you peace of mind— use this checklist to help get you started!
WHAT WE HELP WITH
Planning can be as simple as naming a guardian for your child, or as complex as ensuring the success of the legacy you’ve worked hard to build. Whether you’re starting out, enjoying retirement, or somewhere between, Snyder Law’s estate planning solutions give you a foundation to ensure those you love will be taken care of, always – financially, and with a lasting legacy of love. WHY ESTATE PLANNING MATTERS Estate planning is not just about passing on wealth, it’s about protecting your family, reducing stress, and making your values known. A good estate plan ensures your wishes are honored, your children are cared for, your assets are preserved, and your legacy lives on the way you intended.
IMPORTANT ESTATE DOCUMENTS TO CONSIDER:
• Wills & Trusts • Guardianship Planning for Minor Children • Healthcare Directives & Power of Attorney • Incapacity Planning • Asset Protection • Special Needs Planning • Trust Administration • Probate • Beneficiary Rights • Fiduciary Representation • Veterans Benefits
☐ Trust ☐ Pour-Over Will ☐ Living Will with Dementia Provisions ☐ Durable Power of Attorney ☐ Advanced Healthcare Directive ☐ HIPAA Authorization KEY FINANCIAL DOCUMENTS TO ORGANIZE: ☐ Bank and Credit Card Accounts ☐ Investments ☐ Insurance ☐ Real Property and Deed Documents ☐ Retirement Plans ☐ Digital Assets and Passwords PLAN FOR TOMORROW, TODAY! When it comes to protecting your family and securing what matters most, having a comprehensive estate plan is essential.
START BY SCHEDULING A CONSULTATION: Whether you’re just beginning or need to update an existing plan, talking with a professional can help clarify your goals and the steps needed to achieve them.
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