Wealth Transfer Essentials

Essentials

The estate planning process can be confusing with many tactics, roles, and guidelines to consider. Our eBook explains the process in a way that is easy to follow.

Why do I need an estate plan?

  • Chapter 1
2 minute reading time
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What goals do I have?

  • Chapter 2
3 minute reading time
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What are my options for wealth transfer?

  • Chapter 3
6 minute reading time
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What do I share with my family and other beneficiaries?

  • Chapter 4
2 minute reading time
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What am I asking my trustee to do?

  • Chapter 5
6 minute reading time
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When and why do I need to revisit my estate plan?

  • Chapter 6
2 minute reading time
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The content is for educational and illustration purposes only; the outcome of any approach is based on individual facts and circumstances and legal and tax advisors should be consulted.

Trust services are available through Wells Fargo Bank, N.A. Member FDIC and Wells Fargo Delaware Trust Company, N.A. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.