Estate Basics
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.
Necessary Documents and Information Checklist
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.
Click on the download checklist button below for a checklist of the tools, documents, information, and measures that you should gather and organize to make estate planning more efficient, especially if time is limited and make your plans easily available to the appropriate people.
Resources
- Estate Planning Checklists – By State. eForms website.
- Estate Planning Checklist. FindLaw website. Accessed: October 5, 2022.
- Estate planning checklist. Charles Schwab website. Accessed: October 5, 2022.
- Estate Planning Checklist: How to Start Getting Your Affairs in Order. legalzoom website. Updated: May 25, 2022. Accessed: October 5, 2022.
- Estate Planning Questionnaire. FindLaw website. Updated: June 22, 2022. Accessed: October 5, 2022.
- Evans I. The Ultimate Guide to Estate Planning for Seniors. Boomers Hub website. Updated: March 30, 2022. Accessed: October 5, 2022.
- Kamanski M. 11 Things to Do Before You Die. legalzoom website. Updated: August 3, 2022. Accessed: October 5, 2022.
- Haman E. Estate Planning Checklist. legalzoom website. Updated: May 22, 2022. Accessed: October 5, 2022.
- Haskins J. Having the Talk About Estate Planning with Your Aging (Not-So-Tech-Savvy) Parents. legalzoom website. Updated: May 2, 2022. Accessed: October 5, 2022.
- Lake R. End-of-Life Financial Planning Checklist. SmartAssest website. Updated March 19, 2021. Accessed: October 5, 2022.
- Shergy-Shepard, S. Estate Planning Considerations for Seniors. Linked In website. Published: May 26, 2022. Accessed: November 22, 2021.
- Silva D, Suh E Estate Planning Checklist: 7 Steps to Get Your Estate in Order. Policygenius website. Updated: November 24, 2021. Accessed: October 5, 2022.
- Singleton A. Blended Families and Caregiving: What You Need to Know. Published: April 26, 2022. Accessed: November 4, 2022.
- Whitley M. 30+ Legal Documents for Aging Parents to Have in Order. A Place for Mom website. Updated: October 25, 2021. Accessed: October 5, 2022.