Laura - Introduction
Sequence: Laura introduces the topic, then Estate Planning Checklist specialist provides detailed guidance.
Estate planning is not a one-time event but an ongoing process. Review and update your plans regularly, especially after major life events such as marriage, divorce, birth of children, significant financial changes, or relocation. Keep all documents in a secure location and inform your executor and family members where to find them.
Last Will and Testament
Living Will / Advance Directive
Durable Power of Attorney for Healthcare
Durable Power of Attorney for Finances
HIPAA Authorization Form
Letter of Intent
List of bank accounts and financial institutions
Investment and retirement account details
Insurance policies (life, health, property)
Real estate deeds and mortgage information
Business ownership documents
Tax returns and records
Funeral and burial preferences
Organ donation decisions
Memorial service instructions
Obituary information
Digital asset inventory and passwords
Social media account instructions
Guardian designations for minor children
Pet care arrangements
Beneficiary designations review
Family heirloom distribution
Charitable giving intentions
Trust establishment (if applicable)
Estate attorney contact information
Financial advisor details
Accountant or tax professional
Insurance agent contacts
Executor or trustee information
Healthcare providers
Download our comprehensive checklist and access step-by-step guidance to help you complete each item with confidence and clarity.