(208) 746-3270

Estate Planning Checklist

Do a Physical Items Inventory

  • Home Value
  • Vehicles
  • Guns
  • Jewelry
  • Collectibles
  • Anything over $500 in value

Do a Non-Physical Items Inventory & Review Beneficiaries

  • Investment Accounts – Transfer on Death designation
    • Make sure it is consistent with Estate documents
  • Any company retirement plans
  • IRA accounts
  • Bank Accounts- Transfer on Death designation
    • Make sure it is consistent with Estate documents
  • All Insurance Policies (Long-term Care, Life, Auto, etc.)
  • List of all accounts (utilities, etc.) & any online passwords

Assemble a Debt List

  • Mortgages & Home Equity Loans or Lines of Credit
  • All open credit cards (with a balance or not)
  • Auto Loans
  • Get a free credit report: www.annualcreditreport.com

Create a Will or a Trust with an Estate Attorney

  • Choose an Estate Administrator & Provide copy of Estate List

Click HERE for a printable version of this list.

Mission Statement

Our mission is to enhance our client’s financial security and peace of mind. We take great care in listening to our client’s needs and objectives, so that we can build customized investment portfolios to help them achieve their financial goals and dreams.

Services

We provide financial and investment services including Registered Investment Advisory Services, Private Portfolio Management, Financial Planning, IRAs, College Savings Plans, Life Insurance and Estate Planning Assistance.

Newsletters

Click HERE to visit our Newsletter page where you can view/print the Summer 2020 Edition or any other of our archived quarterly newsletters which contain advice and tools to help you navigate the myriad of financial news and trends.

Advisory services offered through Arbor Point Advisors, LLC, an SEC Registered Investment Advisor.
Securities offered through Securities America, Inc., Member FINRA/SIPC

CA Financial Services, Arbor Point Advisors and Securities America are separate companies.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.