Estate Planning Checklist

Directs distribution of assets not in a trust. Names guardians for minor children. Required even if you have a trust.

Avoids probate, provides privacy, and enables incapacity planning. Especially valuable if you own real estate.

Authorizes someone to handle financial and legal matters if you become incapacitated. Without it, family may need court guardianship.

Designates someone to make medical decisions if you cannot. Works alongside a living will / advance directive.

Documents your wishes for end-of-life care, life support, and organ donation. Spares your family from making these decisions.

Life insurance, IRAs, 401(k)s, and some bank accounts pass by beneficiary designation — not your will or trust. Review and update them.

Allows your designated agent to access your medical information. Required to work alongside your healthcare POA.

Non-retirement bank and brokerage accounts can pass directly to beneficiaries without probate via TOD/POD designations.