Estate Basics/Checklist
After you have detailed your assets, chosen beneficiaries, named executors/trustees, and decided on how to disperse your assets, you should choose the most effective ways to accomplish and document the estate plan. Here is a checklist of the tools, documents, information, and measures that you need to make estate planning more efficient, especially if time is limited.
Necessary Documents and Information
Settling your affairs is a difficult and time-consuming task. Without all of the needed documents and information, the process can be even more so and could take years to complete.
These are most of the documents and information that should be organized and made easily available to the appropriate people.
The Probate Process
Beneficiaries
Estates and Taxes
Sharing Your Estate Plan
Resources
- Estate Planning Checklists – By State. eForms website.
- A To Do List for Aging Loved Ones. Hurley Elder Care Law website. Published: February 6. 2018. Accessed: October 28, 2020.
- Berger S, Miller B. Why You Need to Make a ‘When I Die’ File—Before It’s Too Late. Time website. Published: August 1, 2019. Accessed: October 28, 2020.
- Estate planning checklist. Charles Schwab website. Accessed: October 28, 2020.
- Caverly B, Simon J. Estate Planning For Dummies Cheat Sheet. dummies website. Accessed: October 28, 2020.
- Kamanski M. 11 Things to Do Before You Die. legalzoom website. Updated: September 4, 2020.. Accessed: September 20, 2019.
- Kamanski M. Make a Living Trust: A Quick Checklist. legalzoom website. Updated: October 19, 2020.. Accessed: September 20, 2019.
- Haman E. Estate Planning Checklist. legalzoom website. Updated: September 4, 2020. Accessed: October 28, 2020.
- Lake R. End-of-Life Financial Planning Checklist. SmartAssest website. Published: November 7, 2017. Accessed: October 28, 2020.