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    • Home
    • Financial Planning
      • Strategic Wealth Plan
      • Workshop
      • Estate Planning Checklist
    • Our Team
    • Client Login
    • Blog
    • Contact
    • Join Us
  • Home
  • Financial Planning
    • Strategic Wealth Plan
    • Workshop
    • Estate Planning Checklist
  • Our Team
  • Client Login
  • Blog
  • Contact
  • Join Us

Estate Planning Checklist

Enter your information below, check the box, FREE checklist delivered to your email inbox (make sure to check your spam!)

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Ready to begin or update your estate plan? Get this list to help you:


I. Compare a Will VS. Trust

II. Ensure that Life Documents & Important Persons are established in your estate plan

III. Check Beneficiaries & Registrations


This checklist defines the above topics and gives you actionable steps to take to begin or update your estate plan.


 Estate planning is essential for preserving your wealth, seeking to ensure your wishes are followed. But where do you begin? The good news is that there are three crucial steps you can take today to start your estate planning journey. Whether you have a large or small estate, these steps will provide clarity and direction in safeguarding your legacy.


*This checklist is designed to help you gather essential information in preparation for a meeting with an estate attorney. It is for informational purposes only and does 

not serve as a legal document. 


This information is not intended to be a substitute for individualized legal advice. Please consult your legal advisor regarding your specific situation.

About Us

Melissa Hampton, CFP®

 With years of experience as a financial advisor, accountant, and educator, Melissa Hampton is dedicated to helping individuals take control of their wealth. As the founder of Hampton Wealth Management, she brings a strategic and personalized approach to financial planning and investment management. Her own life experiences have shaped her passion for estate planning and wealth preservation—helping to ensure that your wealth works for you and your family. 

 

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC


The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.


 LPL CRS


More information about LPL Financial


 BrokerCheck - Find a broker, investment or financial advisor (finra.org) 


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