Estate planning is an essential part of financial planning. It's important to regularly review your documents to ensure they reflect your intentions. Just like an annual physical check-up, scheduling time to review your estate documents may not be the most exciting task, but it is crucial to prevent any important details from derailing your plans.
To help guide your document review, we have created this checklist. It covers key considerations regarding the most common estate planning documents, including:
- Wills
- Living Trusts
- Irrevocable Trusts
- Powers of Attorney
- Living Wills