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Estate Planning Checklist

February 3, 2023

No Matter What Assets You Possess, Make Sure They Are Used And Distributed As You Wish

The word “estate” might make you think of fancy mansions with gardens and swimming pools, but in reality, an estate is just the combined total of what you own (assets) and what you owe (liabilities). If you don’t have a plan for your estate when you are no longer living, a court will decide how your assets are handled.

Happy young couple going over their finances at home

Estate planning is the key to making sure your assets are used as you wish. It can sound intimidating, but this 5-minute Coach session will help you understand, organize, and plan out your estate by creating an easy-to-follow checklist that will help assure your assets are taken care of after you’re gone.

There are many estate planning law centers within Oneida and Herkimer counties. The above Coach session is meant to be a good starting point but it’s recommended that you seek out professional legal advice when planning for your estate and completing a will.

If you are looking for investment opportunities now to prepare and grow your estate you can learn more about that here.

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If you’d like to speak to one of our friendly Financial Service Representatives about your investing options, call 315-735-8571 or schedule an appointment today.

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If you would like to schedule our Community Educator for a seminar or workshop for any Financial Friday educational topic, please email your request to

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