The Comprehensive Estate Planning Checklist

If something happened tomorrow, would your plan protect the people you love?

Many people believe they have time to deal with estate planning later, so they put it off…sometimes until it’s too late.

But without a clear, up-to-date estate plan, decisions about your life, your assets, and your legacy may be made by default, not by you. For families with over $1M in investable assets, even small oversights can have amplified consequences.

• Your assets may not go where you intended. Outdated beneficiaries, improperly titled accounts, or missing documents can cause assets to pass to the wrong people, or in the wrong way.• Court involvement and delays become more likely. Without proper planning, your estate may be subject to probate, increasing costs, timelines, and public exposure.• Unnecessary taxes can erode what you leave behind. Poor coordination between estate, tax, and investment strategies can reduce the amount your beneficiaries ultimately receive.• You may lose control during incapacity, not just at death. Without powers of attorney and healthcare directives, decisions about your finances and medical care could be made by the court, not by people you trust.• Life changes invalidate old plans. Marriage, divorce, a new partnership, relocation, or changes in net worth can render existing plans ineffective without regular review.

That’s why reviewing and coordinating your plan now can help prevent confusion, protect the people you love, and ensure your wishes are honored exactly as you intend.

Our comprehensive estate planning checklist can help you:

Organize your assets and accounts so nothing is overlooked
Identify essential legal documents that help protect your assets during life, not just after
Review trusts and ownership structures to help ensure assets go where you intend
Plan for family, business, and personal succession with clarity
Close the digital estate gap, including account inventories, password manager access, and naming a digital executor

Don’t wait to make choices until you have no choice.

Book your complimentary estate plan review now or give us a call at 888-240-1923.

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Why Trust Prosperity Capital Advisors

Prosperity Capital Advisors is a holistic, process-driven wealth management firm built to help successful families with complex wealth coordinate and simplify their finances so they can focus on what matters most to them. When investment strategy, tax planning, protection, and estate considerations are handled separately, important opportunities can be missed and decisions can lose their broader context. To solve this, we created The Bucket Plan® methodology and brought CERTIFIED FINANCIAL PLANNER® professionals, tax practitioners, and insurance specialists together into one fiduciary team. The result is a cohesive, evolving wealth plan composed of the Five Pillars of Holistic Wealth Management tailored to your life, values, and goals.

A complimentary Estate Plan Review can give you:

✔ A clear understanding of what’s working and what isn’t

✔ Insight into gaps or outdated decisions you may not realize exist

✔ Practical, prioritized next steps based on your life today

If it’s been years since your plan has been reviewed, or if life has changed, waiting only increases the risk that your plan may not work as intended.

Prosperity Capital Advisors (“Prosperity”) is a SEC-registered investment adviser. Prosperity and its representatives comply with registration requirements in all states where they conduct business or are exempt from registration. Direct communication with prospective clients will be made only by representatives who are properly registered or exempt in their state of residence. Registration does not imply a certain level of skill or training.

Prosperity does not provide tax or legal advice. Insurance, tax, and broker-dealer services are offered through third parties and are separate from, and not offered through, Prosperity Capital Advisors.

Information on this website is for informational purposes only and should not be construed as investment advice. Some content may be provided by third parties and does not necessarily reflect the views of Prosperity. Prosperity is not responsible for, nor does it endorse, content on third-party websites linked here.

To verify Prosperity’s registration status, visit the SEC’s Investment Adviser Public Disclosure site at www.adviserinfo.sec.gov. For additional details about Prosperity’s services and fees, refer to our Form ADV, available upon request or at www.prosperitycapitaladvisors.com. Please review our Client Relationship Summary (Form CRS), Form ADV Part 2A, Privacy Notice, and your advisor’s ADV Part 2B for more information before investing. For more information regarding your advisor’s designations please review their ADV 2B for a detailed description.