Estate Planning

Create a plan for your assets and healthcare decisions to protect your loved ones.

Draft or update Last Will and Testament
Designate guardians for minor children and how assets should be distributed.
Due: Review every 3-5 years or after major life events
Consider a Living Trust
Determine if a trust is appropriate to avoid probate and manage assets.
Due: Consult with an attorney
Assign Financial Power of Attorney
Appoint a trusted agent to manage financial affairs if you become incapacitated.
Due: Before incapacity occurs
Assign Healthcare Power of Attorney
Designate someone to make medical decisions on your behalf if you cannot.
Due: Before incapacity occurs
Create a Living Will / Advance Directive
Outline your preferences for end-of-life care and life support.
Due: Before serious illness or injury
Review beneficiary designations
Check retirement accounts, life insurance, and bank accounts for correct beneficiaries.
Due: Annually