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By following the checklist, an individual can get an idea of the estate laws in their State and choose which forms suit their personal financial situation and health needs best. Create Document. PDF Word ODT. Updated June 22, 2024. 4.7 Stars | 135 Ratings.
Estate planning checklist 2024. The best way to approach estate planning for the first time is to make a checklist for yourself. Everyone has unique needs, and an estate planning attorney may be helpful if your needs are complex.
Our FREE Personal Estate Planning Kit is a tool for organizing your estate — saving you time, protecting your assets, and helping you establish your legacy.
Simple Estate Planning Checklist. 1. Identify the Steps Necessary to Protect Your Wealth. 2. Consider the Needs of Your Heirs. 3. Make a Plan for the Transfer of Assets. 4. Address Other...
To start your estate plan: List the value of your home and other real estate along with cars, jewelry, artwork, and other physical assets. Gather recent statements from your bank, brokerage, and retirement accounts.
In this guide, we’ll cover: • What an Estate Plan includes (page 2) • Information that will be needed to complete an Estate Plan (pages 3-9) • Other important estate planning terminology and definitions (pages 10-11) Getting started is easy!
This estate planning checklist will help you understand and keep track of the important documents and decisions you'll need to consider to plan for the future.