Wells Fargo Estate Planning Checklist

This task involves working with the client to identify their specific estate planning goals. It is important to understand their desired outcome in order to tailor the estate plan to meet their needs. What are the client's priorities? Are there any special considerations or concerns? This information will guide the rest of the estate planning process.

Scheduling the initial consultation is a crucial step in the estate planning process. It allows the client and the estate planning professional to meet and discuss the client's goals and objectives. What is a convenient date and time for the initial consultation?

During the initial consultation, it is important to have an open and comprehensive discussion about the client's estate planning goals. This will help both the client and the estate planning professional to gain a deeper understanding of the client's objectives. What are the client's goals for estate planning? Are there any specific concerns or challenges that need to be addressed?

In order to create an effective estate plan, it is necessary to have a clear understanding of the client's assets. This task involves gathering information about the client's real estate, investments, bank accounts, and other valuable assets. What are the client's assets and their estimated values?

Understanding the client's financial situation is crucial for creating an effective estate plan. This task involves reviewing the client's income, expenses, debts, and other financial matters. What is the client's financial situation? Are there any outstanding debts or financial challenges that need to be addressed?