Get an Estate Planning Checklist and More

Request Our Free Estate Planning Guides

When it comes to planning your estate, having a checklist and important documents in hand is a key part of the process. Complete the form to receive an estate planning checklist as well as two other guides.

  • Show Details The guides you'll receive

    Information Provided in the Guides

    When you complete the form, the three guides you receive will include:

    • Information about the five most important estate planning documents
    • Ten things you should know about beneficiary designations
    • A checklist for estate planning and organizing your financial documents
  • Show Details Working with your estate planning attorney and tax advisor

    Getting You the Financial Information You Need to Plan Your Estate

    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.

Wells Fargo Advisors and its affiliates do not provide tax or legal advice. Be sure to consult with your own tax and legal advisors before taking any action that may have tax or legal consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.