Basic estate planning checklist1/15/2024 ![]() ![]() If you need a quick refresher on preparing a will, view the will preparation checklist below. A last will can also include a nomination of guardian for any minor children. ![]() Make a last will and testament to lay out who will receive your assets after your death. Retirement accounts, life insurance, stocks, annuities.Your home and any real property you own.Take plenty of time to think about your property, listing: The following estate plan checklist will help you evaluate which steps in the process will be of value to you.Įven if you decide to turn the matter over to an estate planning attorney, you should still have a basic understanding of what is involved.Īny planning for what happens to your property has to begin with a list of that property so you can decide what to distribute and to whom. Balance statements for any outstanding debtsįor a list specific to your situation, you may want to seek out estate planning advice from an attorney.Documents proving ownership of assets, such as mortgages, deeds, and titles. ![]()
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