Are your clients' ducks in a row?
Estate planning takes center stage

Estate planning does not end when someone executes a will or takes delivery of a life insurance policy. A well-planned estate should also be well-organized.

Consider the following:

• Where are important planning documents stored?
• Is there an updated asset and liability listing?
• Does the client have a safe deposit box or personal safe?
• What about life insurance contracts and beneficiary designations?
• Do the client’s loved ones know you are a trusted advisor?

As part of a well-organized plan, answers to these and other important questions should be gathered and listed. Help clients get their planning ducks in a row with your free fillable estate planning workbook below.