Wealth Transfer Checklist

Generational wealth transfer can be a daunting process. Use this checklist to help you and your family stay on track.


Have I…


  • Apportioned and provided direction for my wealth?

    1. Determined how much I can afford to pass down?

    2. Chosen which assets I want to pass on?

    3. Considered my philanthropic interests?

    4. Determined how I’d like to divide my wealth amongst my family?


  • Appointed the right beneficiaries and trustees for each trust I own?

    1. Communicated with my family regarding my plan?

    2. Defined family money values?

    3. Established communal goals?

    4. Considered ways to safeguard my wealth?


  • Assessed the risk profiles of my future heirs?

    1. Calculated the biggest obstacles to my wealth transfer?

    2. Prepared my future heirs for the wealth they will inherit?

    3. Met with my financial advisor?


  • Thought of the wealth transfer “big picture”?

    1. Set up a timeline?

    2. Thought about how my wealth transfer strategies work together?

    3. Built in flexibility to my wealth transfer plan?

    4. Set up a schedule for regular check-ins with my financial advisor?


Have a Question about your Wealth Transfer Checklist?


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