Financial planning tool / Estate Planning

Estate Planning Document Checklist

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

10 minRelated: Trust & Estate AttorneyLife event: Estate Planning, Deployment

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Tools, calculators, estimators, checklists, and worksheets are for educational organization only and are not financial, tax, legal, accounting, or investment advice. Results depend on the assumptions you enter.

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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