Estate Planning Checklist

Do a Physical Items Inventory

  • Home Value
  • Vehicles
  • Guns
  • Jewelry
  • Collectibles
  • Anything over $500 in value

Do a Non-Physical Items Inventory & Review Beneficiaries

  • Investment Accounts – Transfer on Death designation
    • Make sure it is consistent with Estate documents
  • Any company retirement plans
  • IRA accounts
  • Bank Accounts- Transfer on Death designation
    • Make sure it is consistent with Estate documents
  • All Insurance Policies (Long-term Care, Life, Auto, etc.)
  • List of all accounts (utilities, etc.) & any online passwords

Assemble a Debt List

  • Mortgages & Home Equity Loans or Lines of Credit
  • All open credit cards (with a balance or not)
  • Auto Loans
  • Get a free credit report: www.annualcreditreport.com

Create a Will or a Trust with an Estate Attorney

  • Choose an Estate Administrator & Provide copy of Estate List

Click HERE for a printable version of this list.

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We provide financial and investment services including Registered Investment Advisory Services, Private Portfolio Management, Financial Planning, IRAs, College Savings Plans, Life Insurance and Estate Planning Assistance.

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