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Estate Planning

Manage wealth for your future, and theirs.

With nearly two centuries of experience in trust and estate planning for individuals and their families, Wachovia will work in conjunction with your personal attorney to offer valuable perspective for your unique circumstances.

It is vitally important to properly structure and regularly review your estate plan to be sure it addresses your family's needs.

• Create (and update) your will.
  As the essential component of your estate plan, your will is a primary document for transferring your wealth upon your death. Time spent now deciding how you wish your legacy to be passed on to your heirs will avoid problems for you heirs later.
• Review your estate plan.
  Lifestyle changes trigger a need to review your estate plan. Consider a reassessment when you are changing marital status, having or adopting children, changing jobs, or moving.
• Choose your executor.
  Settling an estate is a complex process that often spans many months. Choosing an executor or personal representative who is knowledgeable and will be available to settle your estate is important to your peace of mind as well as the security of your loved ones.

Estate Settlement
This time consuming and exacting process requires the experience and attention to detail of dedicated professionals. If you are looking for the most efficient and effective way to pass your legacy on to your beneficiaries, you may benefit from the assistance of a qualified, professional executor.

Wachovia is one of the largest providers of estate settlement services in the country. When you name Wachovia to be the executor of your estate, our credentialed Estate Settlement Consultants work to help ensure that your estate plan is implemented accurately, disputes are handled impartially and assets are distributed timely to heirs.

We’ll also work with you and your attorney to regularly review your plans to make sure they are still the most appropriate for you.

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