Over the past several months, Director Denise McClain has authored a series of articles for Kiplinger with a step-by-step guide to your financial house in order — from documenting your net worth and reviewing asset titling to updating estate documents and ensuring your powers of attorney are in place.

Now, Denise brings everything full circle in the final article in her series:
Your Estate Plan Isn’t “Done” Until You’ve Completed These Five Steps.

Creating your estate plan isn’t the finish line — it’s the beginning of an ongoing process. To ensure your intentions are carried out smoothly, Denise outlines five essential steps for communicating your plan to the right people, from trusted agents and beneficiaries to your professional team.

This final installment underscores an important truth: estate planning is not “one and done.” It’s a living process that should evolve as your life and goals change.

If you’ve have not already followed along with this series, you can access Denise’s other Kiplinger articles on Getting Your Financial House in Order:

• How to Put Together Your Personal Net Worth Statement
• Two Estate Planning Issues You Should Never Overlook: Asset Titling and Beneficiary Designations
• An Estate Planning Attorney’s Guide to the Importance of POAs
• An Attorney’s Guide to Your Evolving Estate Plan: Set-It-and-Forget-It Won’t Work