I Didn’t Think I Needed an Estate Plan Until This Happened

This financial professional was motivated to get her estate plan in order after the untimely death of a loved one. She shares six simple steps to do that for yourself.

A woman signs estate planning documents, only her hands showing.
(Image credit: Getty Images)

Let’s face it: You have to be motivated to create an estate plan.

Like many, I viewed estate planning as a necessary but daunting task that I could easily put off until later in life. Then my older brother died. What followed his passing transformed my understanding of what it means to take care of your loved ones.

Subscribe to Kiplinger’s Personal Finance

Be a smarter, better informed investor.

Save up to 74%

Sign up for Kiplinger’s Free E-Newsletters

Profit and prosper with the best of expert advice on investing, taxes, retirement, personal finance and more - straight to your e-mail.

Profit and prosper with the best of expert advice - straight to your e-mail.

Sign up

This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

To continue reading this article
please register for free

This is different from signing in to your print subscription

Why am I seeing this? Find out more here

Pam Krueger
Founder, Wealthramp

With more than 25 years in investor advocacy, Pam Krueger is the founder and CEO of Wealthramp, an SEC-registered adviser matching platform that connects consumers with rigorously vetted and qualified fee-only financial advisers. She is also the creator and co-host of the award-winning MoneyTrack investor-education TV series, seen nationally on PBS, and Friends Talk Money podcast.