Estate Planning Checklist

Directs how your assets will be distributed and names guardians for minor children.

Allows assets to avoid probate and provides for management during incapacity.

Authorizes someone to manage your financial affairs if you become incapacitated.

Designates someone to make healthcare decisions if you cannot.

Documents your wishes regarding end-of-life medical treatment.

Allows designated individuals to access your medical information.

Who will manage your estate after you pass?

Who will raise your children if you cannot?

Who will manage your finances if incapacitated?

Who will make medical decisions for you?

Who gets what, when, and how?

Do you want to leave gifts to charity?

Verify primary and contingent beneficiaries are current.

These pass by beneficiary designation, not your will.

Consider payable-on-death or transfer-on-death designations.

Review beneficiary designations on all annuity contracts.

List all online accounts, subscriptions, and digital property.

Use a password manager or secure document.

Include provisions in your power of attorney and will.

Keep originals in a fireproof safe or with your attorney.

Let your executor, agents, and family know where documents are located.

Review your estate plan every 3-5 years or after major life changes.