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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Services
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.
Client Letters
Click HERE to view our newly published Client Letter for the Spring of 2024. You can also view any other of our archived Client Letters and Newsletters which contain advice and tools to help you navigate the myriad of financial news and trends.
• Advisory services offered through Osaic Advisory Services, LLC (Osaic Advisory).
• Securities offered through Osaic Wealth, Inc., Member FINRA/SIPC
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