Get the free Estate Planning Checklist - American Bar Association
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4200 Thanksgiving Tower, 1601 Elm Street, Dallas, TX 75201 Phone (214) 9690001 Life Planning Checklist One of the greatest gifts you can give your loved ones is a well organized list of key information
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How to fill out estate planning checklist
How to fill out an estate planning checklist:
01
Start by gathering important documents such as wills, trusts, insurance policies, and property documents.
02
Review and update your beneficiaries for each document to ensure they align with your current wishes.
03
Evaluate your assets and debts, including bank accounts, investments, debts, and real estate holdings.
04
Determine how you would like your assets to be distributed and who should be responsible for managing them after your passing.
05
Consider appointing a power of attorney who can make financial and healthcare decisions on your behalf if you become incapacitated.
06
Make a list of your digital assets, including online accounts, social media profiles, and digital files, and decide how they should be handled.
07
Decide if you want to donate any of your assets or leave a charitable legacy.
08
Review and update your healthcare directives, including a living will and healthcare proxy, to specify your wishes regarding medical treatment and end-of-life care.
09
Consult with an estate planning attorney to ensure all necessary legal documents are properly drafted and executed.
10
Regularly review and update your estate plan as circumstances change, such as the birth of children, marriage, divorce, or significant changes in assets or relationships.
Who needs an estate planning checklist?
01
Individuals who have considerable assets and want to ensure their wishes are carried out after their passing.
02
Parents who want to provide for their children and appoint guardians if necessary.
03
Individuals with specific healthcare preferences who want to ensure their wishes are respected.
04
Executors or trustees who need guidance in carrying out their duties.
05
Individuals who want to minimize taxes, expenses, and legal disputes for their loved ones after their passing.
06
Anyone who wants to make their end-of-life preferences known and ensure their assets are distributed according to their wishes.
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What is estate planning checklist?
Estate planning checklist is a document that outlines key tasks and considerations for organizing and planning one's estate, including wills, trusts, and other important documents.
Who is required to file estate planning checklist?
Individuals who have assets and properties that they wish to distribute or manage upon their passing are typically required to create and maintain an estate planning checklist.
How to fill out estate planning checklist?
To fill out an estate planning checklist, individuals should gather information on their assets, debts, beneficiaries, and wishes for distribution. It is recommended to seek the guidance of a qualified estate planning attorney.
What is the purpose of estate planning checklist?
The purpose of an estate planning checklist is to ensure that an individual's assets and properties are distributed according to their wishes and that their loved ones are taken care of in the event of their passing.
What information must be reported on estate planning checklist?
Information such as assets, debts, beneficiaries, guardians for minor children, and instructions for distribution of assets must be reported on an estate planning checklist.
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