Your Estate Planning Process Starts Here

Download Our Guide for a Practical Start and Ongoing Guidance

Planning for the future can seem intimidating, but like any project, it’s simply a matter of getting started.

For estate planning – often conducted with an estate planning attorney with assistance from your financial advisor – getting started means identifying some important documents you’ll need.

That’s why we’ve put together this actionable guide that you can fill out and use to get your documents in order.

In this comprehensive guide, you will find:

A list of documents used during an estate planning consultation
Personal/guardian/beneficiary information templates
Templates to itemize: personal financial accounts, assets/liabilities, personal effects and other important resources

This free guide will help you establish a concrete starting point for your estate planning process, providing you and your family clarity and peace of mind for the future.

This guide is not an estate plan and is only intended as an organizational tool for preparing to meet with an estate planner.

This guide is not an estate plan and is only intended as an organizational tool for preparing to meet with an estate planner.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Birchwood Financial Partners, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Birchwood Financial Partners, Inc., an SEC Registered Investment Advisor. Birchwood Financial Partners, Inc. is not affiliated with or endorsed by the Social Security Administration or any government agency, and is not engaged in the practice of law. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the States of AZ, CA, FL, IL, MN, NC, NY, TX, WI or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. The inclusion of any link is not an endorsement of any products or services by Birchwood Financial Partners, Inc. All links have been provided only as a convenience.

Your Estate Planning Process Starts Here

Download Our Guide for a Practical Start and Ongoing Guidance

In this comprehensive guide, you will find:

Jumpstart your financial organization