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The document serves as a personal estate planning form that helps individuals identify important contacts, assess their current estate planning status, and gather essential information regarding financial accounts and insurance. It includes sections for family contacts, financial advisors, legal representatives, and various estate planning questions to ensure comprehensive preparation for future needs.

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Click ‘Get Form’ to open it in the editor.
Begin by filling out the 'Important Contacts' section. Enter the names, phone numbers, and relationships of family members and advisors. This ensures you have essential contacts readily available.
Move on to the 'Family Information' section. Here, indicate whether you have completed key estate planning steps such as having a will or appointing guardians for minor children by checking 'Yes' or 'No'.
In the 'Insurance' section, provide details about your life and disability insurance policies. Specify the type of policy and coverage amounts where applicable.
Lastly, record your account information in the designated area. This includes institutions, account types, and names on accounts to facilitate easy access for your family.

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Versions	Form popularity	Fillable & printable
2013	4.9 Satisfied (40 Votes)

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How can I send my printable estate planning checklist from Google Drive for signing?

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How to do estate planning yourself?

Free Resource for Creating a Will We believe it is so important to plan and get ones financial affairs in order that we have partnered with FreeWill.com so that you can create your will online entirely for free. FreeWill is a secure, online tool that will take you through the will preparation process step by step.

What is the biggest mistake parents make when setting up a trust fund?

One of the biggest mistakes parents make when setting up a trust fund is choosing the wrong trustee to oversee and manage the trust. This crucial decision can open the door to potential theft, mismanagement of assets, and family conflict that derails your childs financial future.

Do beneficiaries pay taxes on a trust?

Beneficiaries of a trust typically pay taxes on distributions they receive from the trusts income. However, they are not subject to taxes on distributions from the trusts principal.

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