Am I Ready for the Great Wealth Transfer?

A free checklist for Wisconsin families on both sides of it, whether you are expecting an inheritance or planning what you leave behind.

An estimated $84 trillion will change hands in the US over the next two decades. Most of it will move through documents that were signed years ago, beneficiary forms nobody has looked at since, and conversations families never got around to having.

This checklist is built in two parts. One for people who expect to receive wealth, one for people planning to pass it on. Work through whichever applies, or both.

What’s inside:

• If you are expecting an inheritance: whether you are actually a named beneficiary, where the documents are kept, what you are responsible for if you have been named executor or trustee, and what to handle before you move, sell, or withdraw anything
• If you are doing your own planning: whether your trust is actually funded, whether your beneficiary designations still match your will, guardians for minor children, business succession, and digital assets
• 74 questions in all, fillable on screen, yours to keep
• A ready-made list of what to ask an attorney, built from whatever you could not answer