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.