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:

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.

Mission Statement

Our mission is to enhance our client’s financial security and peace of mind. We take great care in listening to our client’s needs and objectives, so that we can build customized investment portfolios to help them achieve their financial goals and dreams.


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 Arbor Point Advisors, LLC, an SEC Registered Investment Advisor.
Securities offered through Securities America, Inc., Member FINRA/SIPC

CA Financial Services, Arbor Point Advisors and Securities America are separate companies.

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