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Estate Planning Checklist

Inventory Your Assets

  • Home
  • Other Real Property
  • Vehicles (cars, motorcycles, boats etc.)
  • Collectibles
  • Other valuable assets
  • Checking Accounts
  • Savings Accounts
  • Retirement Accounts
  • Life Insurance 
  • Stocks, Bonds, CDs
  • Mutual Funds
  • Farm/Business Equity

Prepare Essential Documents

  • Last Will and Testament
  • Healthcare Directives
  • Durable Power of Attorney
  • Trusts
  • Beneficiary Designations
  • Life Estate Deeds
  • HIPAA Release
  • Business Succession Plan
  • Life Insurance
  • Prenuptial/Post-nuptial Agreement

Download the the printable version of this checklist.