The Ultimate Life Legacy Planning Checklist
Your complete roadmap to protecting what matters most
Meet David - Your Comprehensive Planning Specialist
Your Complete Planning Checklist
Essential Documents
- Last Will and Testament
- Living Trust (if applicable)
- Letter of Intent
- List of Assets and Debts
Healthcare Directives
- Living Will / Advance Directive
- Healthcare Power of Attorney
- HIPAA Authorization
- Organ Donation Preferences
Power of Attorney
- Financial Power of Attorney
- Durable Power of Attorney
- Limited Power of Attorney (if needed)
- Agent Contact Information
Beneficiary Designations
- Life Insurance Beneficiaries
- Retirement Account Beneficiaries
- Bank Account Beneficiaries
- Investment Account Beneficiaries
Digital Assets
- Online Account Inventory
- Password Manager Access
- Social Media Wishes
- Digital Asset Executor
Financial & Tax Planning
- Estate Tax Strategy
- Gift Tax Planning
- Charitable Giving Plan
- Business Succession Plan (if applicable)
Funeral & Memorial
- Funeral Preferences
- Burial or Cremation Choice
- Memorial Service Wishes
- Pre-paid Funeral Arrangements
Pet Care Provisions
- Pet Guardian Designation
- Pet Care Instructions
- Pet Trust or Fund
- Veterinary Records Access
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