Estate planning essentials checklist
No matter your age, whether or not you have dependents, or are married, estate planning is your opportunity to prioritize your wishes and what matters most to you. This Estate planning essentials checklist will help you think through the various elements of an estate plan and organize the details for your estate attorney.
Approved for use with investors
Accept Terms Of Use
Thank you for requesting the pre-inception information. After you certify that you agree with the statements below, we will provide the relevant documents to you.
You are an institutional investor, a registered investment advisor, or a registered financial advisor as defined by FINRA Rule 2210(a)(4). This information will not be communicated, shared, or distributed to the public, an individual investor, or any person who does not meet FINRA's definition of an institutional investor. No part of this information may be reproduced or transmitted in any form or by any means.
If you have any questions, please call a John Hancock Investment Management representative at 800-225-6020. Thank you for your interest in John Hancock Investment Management.