A more organized way to think about your estate plan
This Estate Planning Checklist was created to give you a clear, practical way to step back and review what’s currently in place and what may still need attention.
Inside, you’ll walk through the key questions that shape a well-structured estate plan, including:
- Wills and how assets are distributed
- Powers of attorney and decision-making authority
- Living wills and healthcare preferences
- Trusts and how assets may transfer
- Beneficiaries and account alignment
- Retirement accounts, insurance, and overall financial planning
Get a clearer picture of what’s in place and what may need attention.
Access the Estate Planning Checklist
Estate planning includes making decisions that affect your family, your finances, and how things are handled when life changes. This checklist is designed for individuals and families who want to be more intentional about estate planning,
Kemp Capital Advisors works with clients across Kentucky, Tennessee, and nationwide to connect estate planning with broader financial planning, tax strategies, and wealth management.
Wealth.com: A more modern approach to estate planning
Kemp Capital Advisors now offers access to Wealth.com, a digital estate planning platform.
With Wealth.com, you can:
- Create and update wills, trusts, and estate documents
- Keep everything organized in one place
- Review how assets may transfer over time
- Update your plan as your life and finances change
Your financial advisor can also review your plan with you, helping ensure everything aligns with your overall financial strategy.
Start with a Conversation about your Estate Plan
If you’re reviewing your estate plan or realizing it may need updates, this is a good time to take the next step.
Schedule a conversation with a financial advisor at Kemp Capital Advisors to review your goals, your current plan, and how everything fits together.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
You are not required to use any specific service provider. Kemp Capital Advisors and LPL Financial are not affiliated with Wealth.com or its legal services, and you may choose any qualified professional for legal advice.