Estate Documents

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 Sara Gelsheimer By: Sara Gelsheimer
Learn about the 5 essential documents necessary to build a solid Estate Plan from Senior Wealth Manager, Sara Gelsheimer.

 

In this video, Sara reviews the following 5 documents necessary to build an Estate Plan:

 

1.  Will

2.  Financial Power of Attorney

3.  Healthcare Power of Attorney

4.  Living Will

5.  Trust

Are you a Plancorp client?

If you're not sure where to start, reach out to your Wealth Management team to create or review your estate plan, help set up new financial goals or to check in on your existing goals. 

Not a Plancorp client? No problem.

Would you like assistance in determining where you can better organize your finances, especially if you're considering building and Estate Plan? Complete this simple 9-question Financial Assessment to get personalized guidance on areas to focus on in your finances.

Already have an advisor?

Whether you already have an advisor or may be evaluating options, this complimentary eBook will help you evaluate your current situation, consider what might be missing and share insight on what you should expect from your financial team. We also invite you to check out our blog posts on Questions to Ask Your Financial Advisor and How to Find a Financial Advisor That Works for You.

Additional Estate Planning Resources:

Complimentary  Worksheet Resources:
plancorp-net-worth_thumbnail plancorp-goal-planning_thumbnail Cash Flow worksheet pages graphic plancorp-estate-planning_thumbnail

Net Worth WORKSHEET

Goal Planning WORKSHEET

Cash Flow WORKSHEET

Estate Planning MEMO

 

Disclosure:

This material has been prepared for informational purposes only and should not be used as investment, tax, legal or accounting advice. All investing involves risk. Past performance is no guarantee of future results. Diversification does not ensure a profit or guarantee against a loss. You should consult your own tax, legal and accounting advisors.

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Sara came to Plancorp in 2013 with a strong financial background and an even stronger commitment to financial education—particularly for women. A Wealth Manager and Founder of InspireHer (Plancorp's Women's Initiative), Sara is also a new mom. More »