Trusts & Estates

When a client’s divorce has been finalized, the legal process may be over, but important financial and estate updates still lie ahead. This one-page diagram provides your firm with a clear and professional way to illustrate the next steps clients should take to protect their assets and shows how you can assist with their estate planning needs.

This client-friendly diagram highlights the following steps:

1. Updating life insurance beneficiaries. Ensure policies reflect your client’s current wishes and prevent unintended payouts to an ex-spouse.

2. Reviewing retirement account designations. Avoid costly surprises by verifying beneficiaries and complying with federal ERISA rules.

3. Revising estate planning documents. Update wills, trusts, and powers of attorney to remove the ex-spouse and appoint new decision-makers.

Download this free diagram for a professional, visual tool to educate clients and reinforce your firm’s comprehensive post divorce estate planning guidance.