Estate Planning Checklist

There are a number of tools that can be used in planning your estate.  Following is a list which includes many commonly used documents that you may want to consider.  Every situation is different so some of these documents may not be appropriate in your case.  We will be happy to discuss your situation and help tailor an estate plan for you.

  • Last Will & Testament
  • Living Will
  • Healthcare Power of Attorney
  • General Durable Power of Attorney
  • Survivorship Deed or Transfer on Death Affidavit
  • Survivorship or POD financial account designations
  • Declaration of Right of Disposition
  • Life Insurance Policy
  • Living Trust/Family Trust
  • Legacy Trust
  • Special Needs Trust
  • Testamentary Trust
  • Pet Trust
  • Business Buy-Sell Agreement
  • Gifting plan
  • Long Term Care Insurance/Disability Insurance
  • Pre-need Plan for Funeral and Burial