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Estate Planning Checklist
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| Inventory of physical Items (jewelry, collectibles, cars etc. |
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| Inventory of non-physical items (401K plans, stocks, insurance policies etc.) |
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| Up-to-date and signed will |
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| Designated executor or power of attorney |
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| A backup executor or power of attorney |
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| Designated guardianship of minor children |
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| Beneficiary designations up to date |
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| All dependants provided for |
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| Trusts established |
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| Living will or medical directive |
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| Update life insurance and annuities |
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| Inform executor/spouse/children where to find necessary documents and financial information (will, bank accounts, tax records, etc.) |
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| Estimate cost of probating will |
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| Business succession plan in place |
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| Funeral instructions and wishes |
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| Prepay funeral |
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| Wishes regarding organ donation |
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