Be sure to consult with your own tax and legal advisors before taking any action that may have tax or legal consequences. Wells Fargo Advisors and its affiliates do not provide tax or legal advice. 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. FreeWill is built alongside will making experts. It is a simple online legal will maker that helps you compile will forms to print and sign, or to take as a basic will template to an estate planning lawyer. Getting You the Financial Information You Need to Plan Your Estate FreeWill lets you make your last will and testament quick, easy, and completely free.

Ten things you should know about beneficiary designations.Information about the five most important estate planning documents.When you complete the form, the three guides you receive will include: Complete the form to receive an estate planning checklist as well as two other guides. ( NOTE: To locate and complete the legally valid form for your state use this resource: State-By-State Advance Directive Forms. The list should outline any personal assets, real estate. This step is essential to have an idea of the estate’s total value (net worth). They are all the assets and property that jointly make up the estate. This downloadable checklist serves as a guide in helping you prepare your Advance Directive, and for any conversation you may have with your doctors or your family. Thirdly, the estate planning checklist should have a list of all the assets under the current owner. When it comes to planning your estate, having a checklist and important documents in hand is a key part of the process. Checklist: Creating An Advance Health Care Directive. Get an Estate Planning Checklist and More 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. But it doesn’t have to be complex, and it doesn’t have to wait. It’s easy to defer estate planning because it can either feel intimidating or simply not that urgent.

Printable estate planning checklist