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ESTATE PLANNING Review ChecklistESTATE PLANNING WORKBOOKOWEN HODGE LAWYERS 1800 770 780 www.owenhodge.com.auLEAVE YOUR BENEFICIARIES A LEGACY, NOT A STRUGGLE. Estate planning lets you decide your
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Start by downloading the ohl-estate-planning-review-checklist-v2 form from the official website.
02
Read through the instructions and familiarize yourself with the purpose of the checklist.
03
Begin by entering your personal information in the designated fields, such as your name, address, and contact details.
04
Next, proceed to the section that requires you to list your assets. This can include real estate, vehicles, bank accounts, investments, and any other valuable possessions you own.
05
Provide detailed information about each asset, including its estimated value, location, and ownership type.
06
The next section pertains to liabilities or debts. List any outstanding loans, mortgages, or other financial obligations you have.
07
Indicate the status of your liabilities, whether they are jointly held, individually held, or guaranteed by someone else.
08
Proceed to the section that focuses on your estate planning documents. Specify whether you have a will, trust, power of attorney, or any other relevant documents.
09
If you have any specific concerns or requirements related to your estate planning, note them down in the provided space.
10
Review the completed checklist for accuracy and make any necessary revisions.
11
Finally, sign and date the checklist, indicating your consent and understanding of the information provided.
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Keep a copy of the checklist for your records and share it with your attorney or estate planner as needed.

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The ohl-estate-planning-review-checklist-v2 is designed for individuals who want to assess their estate planning needs.
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It can be beneficial for anyone who owns significant assets or wishes to ensure their assets are well-managed and distributed according to their wishes after their passing.
03
Those who already have existing estate planning documents can also use the checklist to review and update their plans if necessary.
04
It is particularly relevant for individuals who want to engage in comprehensive estate planning and ensure they have considered various aspects, such as asset distribution, debts, and important legal documents.
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It is a checklist used for reviewing estate planning documents.
Estate planners and individuals with estate planning documents are required to fill out the checklist.
The checklist can be filled out by entering relevant information about estate planning documents, assets, and beneficiaries.
The purpose is to ensure that estate planning documents are up-to-date and reflect the individual's current wishes.
Information such as assets, beneficiaries, wills, trusts, and powers of attorney must be reported.
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