Steps to Estate Planning Success
November 3, 2025
Here are six steps to estate planning success.
Step One: Pick a winning team
Accountant
Attorney
Trustee
Financial Planning Professional
Tax Advisor
Insurance Professional
Step Two: Fact Finding
Assets/Liabilities
Insurance Plan
Charitable Plan
Health-Care Proxies
Trusts
Beneficiaries
Goals
Power of Attorneys
Wills
Step Three: Examine the data
Determine if current needs are being met
Determine if future needs have been contemplated
Step Four: Recommendations
Review team suggestions
Step Five: Create a plan
Sign necessary documents
Purchase necessary insurance
Make changes as needed
Step Six: Annual Review
Keep your estate plan fresh
Valuing Your Trust
If you’re not already a valued client of Providence Wealth Advisors, we encourage you to learn more. To schedule a no cost, no obligation conversation, contact us to learn more at your convenience.