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Get an Estate Planning Checklist & Guides

Get an Estate Planning Checklist & Guides

It’s easy to defer estate planning because it can either feel intimidating or simply not that urgent. But it doesn’t have to be complex, and it doesn’t have to wait. Every year can bring something new to protect and care for, so having a plan can create ways to take the success you’ve already had and extend it to your family, benefiting them not just years from now — but right now.

Get an Estate Planning Checklist and More

When it comes to planning your estate, having a checklist and important documents in hand is a key part of the process. Complete the form to receive an estate planning checklist as well as two other guides.

Information Provided in the Guides

When you complete the form, the three guides you receive will include:

  • Information about the five most important estate planning documents
  • Ten things you should know about beneficiary designations
  • An estate planning checklist

Getting You the Financial Information You Need to Plan Your Estate

While we can’t create your actual estate plan, we can help by working with you and your team of advisors to get the information you need to develop a comprehensive plan.

Wells Fargo Advisors and its affiliates do not provide tax or legal advice. Be sure to consult with your own tax and legal advisors before taking any action that may have tax or legal consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Request Your Free Estate Planning Guides Today

To receive the three guides, please complete the form.

By submitting this request, you agree that the information you provide may be used by one of our associates from Wells Fargo Advisors to contact you about Wells Fargo Advisors’ investment products and services. In addition, if you have other Wells Fargo products or services, you agree that Wells Fargo Advisors may share this information with those other Wells Fargo businesses or entities. Please review our privacy policy.