Financial Planning

Checklist for estate planning

What needs to be addressed in your estate planning? Here are some sample items to get you started:


Financial
Bank accounts
Investment accounts (annuities, mutual funds)
Stocks
Bonds
U.S. Treasury notes

Business
Closely-held or family business
Limited partnership

Retirement savings
401(k)
403(b)
IRA
Life insurance policies
Social Security statement
Pension

Family members
Spouse
Ex-spouse
Children
Stepchildren
Grandchildren

Property
Primary residence
Rental properties
Vacation homes
Business property
Personal property of value (antiques, collectibles, automobiles, jewelry, art)
Inheritance (current or anticipated)
Interest in trust (current or future)