Turn a lifetime of work into a plan
Estate planning for retiring.
Review the accounts documents and people that support your next chapter and the people you love.
A practical starting list
Take the next right step.
- ✓Review retirement account beneficiaries
- ✓Update a current inventory of accounts and property
- ✓Choose people for key roles
- ✓Set a regular plan review date
Common questions
A clearer way to prepare.
Do retirement accounts pass through a will?+
Many retirement accounts pass through beneficiary designations. Review those designations as part of a full plan.
How often should I review documents?+
A review after a major life change and every few years can help surface outdated information.
This page is educational and not legal advice. Rules and outcomes can differ by state and personal circumstances.