Wealth Planning

Wealth Planning Checklist


By Jody R. King, JD, CPA

Vice President & Director of Wealth Planning

Hand writing on checklist

A well-designed wealth plan can play an important role in helping you meet your personal and financial goals, in the near term, and across generations. At Fiduciary Trust, we take the time to understand your aspirations, current situation, and objectives, and then create a custom wealth plan, integrating financial and estate planning opportunities.  This plan is informed by our teams of experts and used to guide investment, tax, philanthropic, estate and other decisions as appropriate.

One element of our wealth planning process is to review your current estate and legal documents as well as insurance coverages and other items to help ensure you have the key elements in place to protect yourself and your family. To facilitate the discovery process, we have created a Wealth Planning Checklist to guide the identification and review of these key documents and coverages. You may download a copy of the checklist by entering your information below.

At Fiduciary Trust, we have teams of experts in financial planning, estate planning, investment management, tax, philanthropy, and other areas that are available to provide input to the development and implementation of our clients’ wealth plans.



If you would like to speak with someone about your wealth planning or needs, please reach out to Rick Tyson, Vice President, at tyson@fiduciary-trust.com or 617-292-6799.

The opinions expressed in this article are as of the date issued and subject to change at any time. Nothing contained herein is intended to constitute investment, legal, tax or accounting advice, and clients should discuss any proposed arrangement or transaction with their investment, legal or tax advisers.

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