checklists - DOCX / PDF
Estate Planning Checklist
Comprehensive checklist for organizing estate planning documents
Estate Planning Checklist
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A thorough checklist for organizing estate planning documents.
Checklist Items
- Create or update will
- Establish trust(s) if needed
- Designate power of attorney (financial)
- Designate healthcare proxy and living will
- Review and update beneficiary designations (401k
- IRA
- life insurance)
- Review and update property deeds (joint tenancy
- TOD)
- Create a list of all assets and account numbers
- Create a list of all debts and obligations
- Document digital assets and passwords
- Letter of instruction for executor
- Funeral and burial preferences
- Review life insurance coverage
- Review guardianship designations for minor children
- Store documents securely and inform executor of location
- Schedule review every 3-5 years or after life events
Print and check off items.
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