An Estate Planning Checklist

When it comes to estate planning, it’s just as important for your beneficiaries and heirs to know where your assets are located as it is for them to know how the assets should be distributed. Use this checklist today to help your loved ones navigate your assets after you pass away.

At the end of the day, an estate plan is a financial roadmap for your beneficiaries. An inventory of your assets will help them navigate the first leg of the journey. Learn more about private wealth management.


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This information is provided for educational and general marketing purposes only and should not be construed as a recommendation or suggestion as to the advisability of acquiring, holding or disposing of a particular investment, nor should it be construed as a suggestion or indication that the particular investment or investment course of action described herein is appropriate for any specific retirement investor. In providing this communication, Regions is not undertaking to provide impartial investment advice or to give advice in a fiduciary capacity.

*Investment, Annuities and Insurance Products

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  • May Lose Value
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