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.

Mission Statement

At Clifford Associates (CA) Financial Services, 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.

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.

Newsletters

The Summer Edition of our Quarterly Newsletter is here!  Click here to visit our Newsletter page where you can view our Summer 2018 edition and links to archived newsletters which have up-to-date financial advice and helpful hints and tools to help you navigate the myriad of financial news and trends.

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This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein. We may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.

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