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.


This information is general in nature and is not intended to be legal, tax, or financial advice. Although Regions believes this information to be accurate, it cannot ensure that it will remain up to date. Statements or opinions of individuals referenced herein are their own—not Regions'. Consult an appropriate professional concerning your specific situation and for current tax rules. Regions, the Regions logo, and the LifeGreen bike are registered trademarks of Regions Bank. The LifeGreen color is a trademark of Regions Bank.