Estate Planning

Estate Planning Document Checklist

Track will, POA, healthcare directives, beneficiaries, and SBP elections in one list.

10 minRelated pros: Trust & Estate AttorneyLife events: Estate Planning, Deployment

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Will

Current will exists for both adults

Trust

Have considered whether a trust is appropriate

Power of attorney

Financial POA in place
Medical POA in place

Healthcare directive

Advance healthcare directive in place

Beneficiaries

TSP beneficiaries reviewed
Life insurance beneficiaries reviewed
IRA / brokerage beneficiaries reviewed

Guardianship

Guardianship considerations for minor children

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