Skip to main content

 

Wealthstream Advisors recognized as Best Place to Work for Financial Advisors by InvestmentNews in 2024 for the fourth year in a row

Wealthstream included in Forbes SHOOK Research Top 250 RIAs for 2023

Updated Wealthstream Checklist for Settling an Estate Thumbnail-1

Checklist for Organizing & Settling an Estate

Among the disruptive and sorrowing aspects of losing a loved one is the obligation to administer the estate he or she left behind. Whether you’re an heir or executor faced with tracking down information for the decedent or beginning to consider plans for your own estate, our checklist provides a comprehensive overview of everything you’ll need.

Our Checklist for Organizing and Settling an Estate will help you:

  • Collect critical documents
  • Stay on top of the various parties who need to be notified 
  • Simplify things for your own loved ones at a later date

Please complete the information below to access the checklist now!