Download Our Free Worksheet

Estate Planning Memo

Estate planning helps you manage and preserve your assets during your lifetime and after your death. With our worksheet, you can establish an estate memo to help your family properly handle the distribution of your assets.

To receive your estate memo worksheet, fill out the form. 


In this worksheet, we will help you with:

  • Location of Important Documents 
  • Information on Bank and Investment Accounts 
  • Descriptions of Real Estate and Other Property 
  • Outstanding Liabilities 
  • And More

Plancorp's top priority remains safeguarding the health of our clients and employees. During this time, we will continue a work-from-home policy to support our clients. If you have any questions, please reach out to your primary Plancorp contact or call (636) 532-7824. Read our updated COVID-19 response.