Free planning guide
Estate Preparation Checklist
Estate preparation starts with organization. An accurate inventory can make conversations with licensed professionals more productive.
What to organize
- Create a high-level inventory of property, accounts, insurance, and obligations.
- Identify where existing wills, trusts, powers of attorney, deeds, and other documents are stored.
- Identify accounts or policies that may use beneficiary designations and verify them with providers.
- Prepare questions for an attorney or other appropriately licensed professional.
Educational information only: This guide is for organization and preparation. It is not legal, medical, tax, financial, funeral-directing, or insurance advice.