Wealth Planning Checklist

Our Wealth Planning Checklist highlights key financial and estate planning items that you should consider when reviewing your estate plan and related documents.
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 Sid Queler, Head of Wealth Management, at queler@fiduciary-trust.com or 617-292-6799.


  • Jody R. King, JD, CPADirector of Wealth Planning
    As the leader of Fiduciary Trust Company’s wealth planning practice, Jody focuses on developing customized wealth plans for clients that integrate all aspects of estate and finan...

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

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