Estate Planning Checklist
Essential Documents
- □ Last Will and Testament
- □ Revocable Living Trust (if applicable)
- □ Financial Power of Attorney
- □ Healthcare Power of Attorney
- □ Living Will / Healthcare Directive
- □ HIPAA Authorization
Important Decisions
- □ Choose executor/trustee
- □ Designate guardians for minor children
- □ Name healthcare agent
- □ Specify end-of-life care preferences
- □ Review beneficiary designations
- □ Update asset titles and ownership
Review and Update
Review your estate plan every 3-5 years or after major life events: marriage, divorce, births, deaths, significant asset changes, or moves to another state.