ESTATE PLAN MEMO

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How to Get the Most Out of Your Estate Plan Memo

Organize critical details now to make estate administration easier for your loved ones later.

Estate planning isn’t just about documents—it’s about clarity and peace of mind. Use this memo to centralize essential information your family will need, from the location of legal documents to account details, property descriptions, and outstanding liabilities. Include funeral preferences, insurance policies, and digital asset access so nothing is overlooked. This resource helps ensure your wishes are honored and your loved ones avoid unnecessary stress during a difficult time.
 
Key things you’ll learn:
  • How to organize vital documents
  • What details to include for accounts and property
  • Steps to simplify estate administration
Need help applying this? Talk to an advisor.

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Our experience with Plancorp has been outstanding! The planning and delivery of services continues to be top notch! And most of all, Plancorp has listened to the goals and objectives for our family and kept that top of mind since day one.

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For informational purposes only; should not be used as investment tax, legal or accounting advice. Plancorp LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. All investing involves risk, including the loss of principal. Past performance does not guarantee future results. Plancorp's marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage our services, and may include lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. Plancorp is a registered trademark of Plancorp LLC, registered in the U.S. Patent and Trademark Office.

 

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