Certification Document Estate Planning 
International College of Financial Planning
OCTOBER 26, 2023
The Imperative of Estate Planning: Not Just for the Affluent Often, there’s a prevailing misconception that estate planning is a luxury reserved for the wealthy elite. Real estate planning is a crucial undertaking that every adult and family should prioritize.
James Hendries
JUNE 16, 2023
Estate planning helps disperse your assets according to your wishes. The effort may seem daunting at first, but estate planning does not have to be overly complicated. With the proper planning, you may find yourself resting a little easier knowing you have an estate plan in place.
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Darrow Wealth Management
MAY 6, 2024
If your parent had a trust, the individual(s) named in the trust documents as successor trustee will control the distribution of the trust assets. Checklist for executors of their parent’s estate Get organized Where are the original estate planning documents located? Get death certificates.
Your Richest Life
OCTOBER 1, 2022
Disaster Preparedness Financial Documents. On the topic of finances, don’t forget your important documents. No one wants to think about their home being destroyed or their birth certificates being washed away in a flood. Even if you’ve digitized all of your important documents, you still might need physical copies as a backup.
eMoney Advisor
DECEMBER 6, 2022
If you’ve prompted your clients to think ahead about evacuation planning, a home inventory, and a plan for documents, then they’ll be more likely to get out of harm’s way when necessary. 1 A Virtual Go-Bag and More to Guard Documents. Sometimes you need the physical, notarized copy of a document.
Darrow Wealth Management
APRIL 25, 2023
While it’s possible to organize financial documents ahead of time, there’s no way to truly prepare for the death of a spouse. In addition to making funeral arrangements and notifying family and friends, another priority is alerting your estate planning attorney and financial advisor.
Clever Girl Finance
NOVEMBER 20, 2023
Making funeral and burial arrangements After taking care of the immediate needs after the death of a loved one, you can start planning the burial or funeral arrangements and going through the checklist when someone dies. Many people use an estate planning checklist to prepare their end-of-life arrangements in advance.
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