Distribute your accounts and resources thoughtfully and with care.
Set your loved ones up for financial success.
Right for everybody.
You might associate estate planning with famous or ultra-wealthy people. The truth is, anyone is benefitted by a smart, straightforward estate plan. Yes, that includes you… as well as the people that follow in your footsteps.
Provide for yourself and your beneficiaries.
An estate plan maps out how your resources can be used to take care of you as you get older, or if you become ill or unable to make weighty decisions.
Also, with an estate plan, you decide what happens with your assets—whether it's bank accounts, investments, 401k accounts, homes, cars, jewelry, or heirlooms. Don't let someone else make those calls.
We'll help get your essentials in order.
There are five key documents in an estate plan:
- Will - Instructions for distributing your assets after you've passed
- Durable Power of Attorney - Giving a trusted person permission to manage your assets if/when you can't manage them on your own
- Health Care Power of Attorney - Empowering someone to make medical decisions on your behalf
- Living Will - Sharing your intentions about life-sustaining medical measures
- Revocable Living Trust - Providing for continued management of your finances, even for generations after you.
Ready to get started?
It's just a few simple steps.
Gather financial documents such as investment statements, bank records, and 401k statements.
Doublecheck who the beneficiaries are on your financial accounts.
We'll make a smart, confident plan together.Schedule a Call
*Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.