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Estate Planning

Our Partnership with Wealth.com

Our Partnership with Wealth.com

 

McLean Financial Planning provides unlimited access to wealth.com's exclusive digital estate planning tools. 

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Estate Planning Worksheet for Couples

Estate Planning Worksheet for Couples

This document is a good resource for understanding the types of decisions that need to be made during estate planning.

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Estate Planning Worksheet for Individuals

Estate Planning Worksheet for Individuals

This document is a good resource for understanding the types of decisions that need to be made during estate planning.

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Who Needs Estate Planning?<br data-mce-bogus="1">

Who Needs Estate Planning?

Anyone who has someone they care about. Setate planning has never been easier.

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Benefits of Estate Planning

Benefits of Estate Planning

Get peace of mind with an estate plan in place.

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Estate Planning Checklist

Estate Planning Checklist

Before starting your estate plan, you want to take inventory of everything you own.

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Estate Planning Terms

Estate Planning Terms

Estate planning terms you'll want to know.

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Estate Planning Misconceptions

Estate Planning Misconceptions

Most people know they
need an estate plan, yet only 53% of survey respondents*
have one.

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