Estate Resources — Weller Financial Group

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RETURN TO RESOURCES

EST100 - CHECKLIST: Action Plan for Executor to Follow

EST105 - CHECKLIST: Action Plan for Trustee to Follow

EST110 - CHECKLIST: Periodic Review of Existing Estate Plan

EST115 - CHECKLIST: Estate Planning for Your Digital Assets

EST120 - FAQ: Choosing Your Executor or Trustee

EST125 - FAQ: Preparing to Draft Your Estate Plan

EST135 - FAQ: Explanation of TOD Designation

EST145 - GUIDE: Duties of a Successor Trustee

EST150 - GUIDE: Expectations of an Executor

EST155 - GUIDE: Key Elements to an Estate Plan

EST160 - GUIDE: Types of Assets to Transfer to a Trust and How to Complete Transfer

Weller Financial Group
6206 Slocum Road, Ontario, NY 14519
P 315-524-8000 | F 877-328-1183

This communication is strictly intended for individuals residing in the United States.

Advisory Services offered through Commonwealth Financial Network®, a Registered Investment Adviser.

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