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8 Estate Planning Steps for Newly Single Clients

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Related: 10 Estate Planning Strategies to Rethink After the Secure Act

Newly single clients have a number of financial planning issues they may need to address in the wake of a divorce or the death of a spouse. One of these issues is their estate planning. In both cases, you will likely be doing a review of your client’s overall financial planning to ensure changes are made on a timely basis.

Estate planning is an essential part of the financial planning process. A change in your client’s marital status may need changes in their estate planning to ensure that things are set up for their heirs. Read through the gallery for some important steps to keeping your newly single client’s estate plan up to date.