Free checklist · PDF
Estate planning checklist
A printable estate planning checklist: the core documents, what to update and what to leave for your family.
What is on this checklist
The documents most adults should have, and where to keep them.
Core documents
- Last will and testament
- Financial power of attorney
- Health care proxy / medical power of attorney
- Living will (advance directive)
- Guardian named for minor children
- Trust, if your situation calls for one
Check and update
- Beneficiaries on retirement accounts and life insurance
- Payable-on-death and transfer-on-death designations
- Joint accounts and property titles
- Update after marriage, divorce, a birth, a death or a move to another state
Leave a map
- List of accounts, policies and where documents are kept
- Contact details for your executor and agents
- Digital accounts and how to reach them
- Tell your executor where the originals are
