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.


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