Intellectual property, such as copyrights, trademarks and patents. Insurance policies, including life insurance, disability insurance, annuities and long-term care insurance. Pension plans and workplace retirement accounts, such as 401 (k)s, 403 (b)s and 457 plans. Speak with an estate planning attorney to determine ways to maximize the current $11. Increase your Productivity with our Estate Planning Checklist template. Real estate, including personal residences and investment properties.This includes your life insurance, your bank and investment accounts, and your. Here is a quick checklist to help you make sure that your planning is up to date and relevant in the new year: The final thing to consider in your Estate Planning checklist is your finances. Your Estate Planning Checklist: The Legal Documents You Need Assess Your Assets and Liabilities Define Beneficiaries and Heirs Write a Will Designate Power. Trustee: Please list, in order of preference, who you would like to serve as Trustee of any trusts. The end of the year is unquestionably the busiest time of the year for most people, but it is important to make sure that your financial and estate planning affairs do not get lost in the shuffle. A good estate plan has at least three elements a will, a power of attorney and an advance healthcare directive and each serves a different purpose: Will: The will is the cornerstone of. of 7 ESTATE PLANNING WORKSHEET Age for Family Trust to Terminate: (22 or 25 are common ages depending upon the size of your estate and whether you anticipate graduate school.) 3.
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