Resource · Estate & Legacy

Estate Planning Checklist

A one-page checklist of the documents and decisions every estate plan should address.

A complete estate plan is more than a will. This checklist lists the documents an estate plan should include and what each one does.

What’s inside

Your financial picture

A balance sheet of your assets and debts, plus insurance, bank, loan, tax, and investment records.

Core legal documents

Your will, a revocable living trust, and a financial power of attorney.

Healthcare wishes

An advance healthcare directive, which often includes a living will, a medical power of attorney, and a Health Insurance Portability and Accountability Act (HIPAA) waiver.

Beneficiaries and property

Beneficiary designations, a memo for sentimental personal property, and titles and deeds.

Personal records

Identification documents, digital account logins, and funeral instructions.

Organize your plan

Print the checklist and use it to organize your documents or prepare for your next attorney meeting.

Download the checklist

This content is for informational purposes only and is not individualized advice.

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