The Well-Prepared Family

Start here to truly take care of your loved ones

There is an opportunity we can all take—though it demands some courage and discipline: We can carefully craft an estate plan and keep it current.

How big a difference can this make?

See A Better Way. This is an account of how one couple’s plans worked when the husband died suddenly. The characters are fictional, but the issues they encountered are very real.

Read this family’s story to discover what you might do now to help your family later. It can help you gain insights into your potential choices and help you identify pitfalls to avoid.

What's your story?

Make sure you are on the right path, no matter your stage in life.

One important step is to provide your family with the information they will need about you, your estate and how you’d like your wishes carried out.

Here’s a practical guide: Your Life Details.

How to make those key decisions

The Stakes Are High When You Choose a Trustee
Know the risks—all your options—and the simple precautions you can take.

Read More

Four Questions to Help You Pick the Right Executor
A little thought now will help you make a good choice that will ease your family’s burden.

Read More

We are with you every step of the way.

Contact your J.P. Morgan team for help with all of your planning needs.

IMPORTANT INFORMATION

JPMorgan Chase & Co., its affiliates, and employees do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal and accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any financial transaction.

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