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Quiz: How Confident Do You Feel About Your Estate Plan?

These five questions can help you see where you are in the estate-planning process—and determine the next right steps you should take.

Older couple walks down a beach.

An estate plan can help ensure that wishes for yourself and your family are carried out. Regardless of where you are in the estate-planning process, you may be wondering what your next steps should be.

This quiz can help. Answer these five questions to see where you are on the estate-planning path.

Quiz only available online

What can Wells Fargo do for you?

As you think about your legacy and wealth transfer goals, take time to sit down with your wealth management professional and outline your vision.

This information is provided for educational and illustrative purposes only.


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