Estate Planning Checklist

Family & Guardianship

Do you have a will? Have you named guardians for minor children? Have you discussed backup guardians?

Assets & Beneficiaries

Reviewed beneficiary designations? Are property titles aligned with wishes? Have a personal property memo? Do you have a trust? Is your trust funded properly? Have you reviewed your trust terms recently?

Healthcare & Incapacity

Durable power of attorney in place? Advance healthcare directive? Key people know document locations? HIPAA authorization on file?

Taxes, Insurance & Gifting

Aware of estate/gift tax thresholds? Considered lifetime gifts or charities? Documented large gifts? Reviewed life insurance needs and beneficiaries? Reviewed state-specific tax or inheritance issues?

Executor, Trustee & Fiduciaries

Named an executor/personal representative? Named a trustee? Communicated wishes to key people? Selected backups or successors? Provided access to digital accounts and passwords?

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Need expert guidance or legal documents?

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