secure your future. estate planning concept

secure future estate planning concept inheritance process successor designation beneficiary asset allocation family wealth financial security distribution testamentary trust living executor responsibilities fiduciary duty administration transfer strategy beneficiaries assets legacy preservation legal protection objectives tax intestate succession avoiding probate plan checklist taxes advisor goals tips management rights concerns strategies documents intergenerational personal representative duties peace mind trustee lawyer heirs guardianship settlement special fund review attorney charitable bequests health care proxy advance directive letter instruction power