ACTION STEPS

Preparing
for the
Inevitable

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Preparing for the Inevitable

Step 1: List all of your assets.

Start by listing all of your assets and the fair market value of each.

Use the Estate Planning Worksheet in the Course Tools to summarize your findings.

Step 2: Identify how your assets are titled.

Review each asset on the list from Step 1 and identify how each asset is titled.

Use the Estate Planning Worksheet in the Course Tools to summarize your findings.

Step 3: List your beneficiaries.

List the people you want to receive your assets.

Use the Estate Planning Worksheet in the Course Tools to summarize your findings.

Step 4: Identify how much will go to each beneficiary.

Identify how much of the assets listed in Step 1 will go to each beneficiary listed in
Step 3.

Use the Estate Planning Worksheet in the Course Tools to summarize your findings.

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Step 5: Identify the people you trust.

Identify the people in your life who you trust. These are the people to consider for the
key roles in your estate plan, like trustee, executor or guardian.

Use the Estate Planning Worksheet in the Course Tools to summarize your findings.

Step 6: Schedule time with your estate planning attorney.

Schedule time with your estate planning attorney to develop your estate plan.

Share the information you have gathered in the Estate Planning Worksheet in the
Course Tools with your attorney.

WealthAbility™ does not provide tax, legal or accounting advice. The materials provided
have been prepared for informational purposes only, and are not intended to provide
tax, legal or accounting advice. The materials may or may not reflect the most current
legislative or regulatory requirements or the requirements of specific industries or of
states. These materials are not tax advice and are not intended or written to be used,
and cannot be used, for purposes of avoiding tax penalties that may be imposed on
any taxpayer. Readers should consult their own tax, legal and accounting advisors
before applying the laws to their particular situations or engaging in any transaction.

© 2018 WealthAbility LLC

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