BENZER CAPITAL
Wealth Management

Estate Planning Checklist

Take the first step toward securing your legacy and protecting your family's future. Complete this comprehensive checklist and receive a personalized estate planning guide delivered directly to your inbox.

šŸ“§ Receive Your Personalized Estate Planning Guide

Upon completion, we'll email you a comprehensive guide containing essential estate planning strategies, terminology, and next steps tailored specifically to your responses and family situation.

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Excellent progress! You're almost ready to receive your personalized estate planning guide and connect with our expert team.

1Contact Information

We'll send your personalized estate planning guide to this address

2Key Roles & Responsibilities

Person who will care for your minor children if something happens to you
Person who will handle your financial affairs and distribute your assets

3Estate Plan Preferences

4Asset Distribution Preferences

5Financial Overview

This helps ensure nothing is overlooked in your estate plan

6Healthcare Directives

7Final Arrangements

8Current Estate Planning Status

Receive Your Personalized Estate Planning Guide

We'll email you a comprehensive guide with strategies and next steps based on your responses, plus schedule a consultation to discuss your personalized estate planning strategy.

Your information is completely confidential and secure. We'll also send a copy to our team at formsubmissions@benzercapital.com to prepare for your consultation.

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Disclosures

BENZER CAPITAL, 5320 HIGHWAY 6 SUITE 200, MISSOURI CITY, TEXAS, 77459, UNITED STATES (713) 979-2300 [P]

  Benzer Capital is registered as an investment adviser with the state of Texas. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. Please review our Privacy Policy for details on how we care for your information.  | Please review our IRA Rollover Recommendation Disclosure to learn more about your options.
PRESERVING WEALTH FOR GENERATIONS ā„¢ is trademark of Benzer Capital, LLC. All materials on this site are copyright of Benzer Capital and cannot be used without express written permission by the firm.