Without an estate plan, your legacy is incomplete

It’s easy to defer estate planning strategies because they can feel a little overwhelming, but it doesn’t have to be. Each year can bring something new to protect, so having a plan — and keeping it current — will help ensure that your wishes for safeguarding your family will always be up-to-date.

A financial advisor can help

Estate planning strategies can be a key component to your overall investment strategy. With a minimum investment of $100,000, Wells Fargo Advisors can work with your estate planning attorney to look at your financial picture holistically and help you integrate the appropriate estate planning strategies to address your long-term financial goals.

To request a call from one of our financial advisors, please complete the contact form below.

You can also review the following information to help prepare for your discussion:

Wealth transfer options

Learn about different options for transferring financial assets and the benefits and drawbacks of each.

Four Most Important Estate Planning Documents (PDF)

A comprehensive estate plan involves more than just a will. Here are the four basic documents that everyone should consider.

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Wells Fargo Advisors is not a legal or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. 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.