The Venturi Wealth Management Estate Planning Checklist is designed to walk you through proper management of an estate.

Our comprehensive guide includes:

  • An estate planning roadmap
  • A critical documents checklist 
  • Tips on navigating the family dynamic
  • Key steps
  • Roles to assign

As you begin planning your estate and assigning roles, our guide will help you navigate the steps in the process — including the difficult family conversations and potential legal implications — with peace of mind. Our comprehensive guide helps you to ensure your family is taken care of, even when you are no longer physically here to take care of them yourself.