Beyond The Will: The Checklist to Help Transfer Your Wealth and Equip Your Family
A will is a start, but it’s not enough. This guide helps you protect what you've built and ensure your loved ones inherit not just assets after death, but also clarity, confidence, and peace of mind during life.
Get the details organized now while you're still in control. Download our free guide: "Beyond The Will: The Checklist to Help Transfer Your Wealth and Equip Your Family."
Prepare your family to act in accordance with your wishes.
This checklist is designed to help you protect what you have built and provide your loved ones with the information they need to support you, especially during times when you may need greater assistance or advocacy.
This is not a will or estate plan; it is an aging plan.
Organize your financial and health wishes and details now to make decision-making easier for your loved ones in the future. The conversation about “what happens in case I die” doesn’t have to be heavy or awkward. Addressing it now can make a significant difference later.
What You’ll Learn Inside:
This checklist walks you through the questions every nonprofit should ask before hiring or renewing an advisor, including:
- Conversation starters to prompt meaningful, low-stress discussions about your wishes and legacy
- A step-by-step roadmap to assist with a smooth wealth transition
- Practical tools for communication and implementation
- Tried-and-true guidance that’s comprehensive, practical, and adaptable to almost any situation
Why We Created This Resource
The Wealth Transfer Checklist was created by Carnegie’s advisory team to help you organize, communicate, and protect what matters most. Our goal is to ensure your legacy is carried out with clarity, confidence, and care.
At Carnegie, we believe true wealth is not only what you leave behind. It is the peace of mind you create today.
Want to connect with an advisor now?
If this is striking a chord, but you want to speak with a wealth advisor first, simply Contact us or scheduling a free consultation. You can also call now at 800-321-2322. We're here to guide you through the next steps.
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