Estate Planning

What happens if I can no longer make decisions for myself?
What if I pass away unexpectedly?

If you find these questions uncomfortable and confusing, you’re not alone!

At Prospera, we believe an estate plan, including a will, is crucial to help you address these questions and put you in control of the answers.

The good news is that it’s easy to get started. When you meet with a Prospera Advisor, you’ll find that we get to know you and develop a thorough understanding of your circumstances, financial and life goals. You can expect us to work with you to develop an estate plan that meets your needs, no matter how big or small your estate is. Then we will help make sure your plan keeps up with life’s changes along the way.

Keeping track of your important personal and financial details is an integral part of this process. That’s why we’ve created a Personal Records Organizer. Use this handy tool to keep everything in one place.

We also know how stressful it is to be an Executor. To make it easier, we’ve developed a comprehensive Executor Checklist complete with phone numbers and links to key resources. Feel free to use this complimentary tool and share it with others.

Preparing for the unexpected is not always top of mind, but it is important. Call us at 1.888.440.4480 or complete a Wealth Management Form and get started today.





 

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