Checklist: Estate planning for blended families

Check List Check List

Here’s what to cover off when estate planning for blended families, as well as some to-dos to take care of in advance to make meeting with your advisor more productive.

Preview of Checklist: Estate planning for blended families

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Checklist: Estate planning for blended families

1. General information

  • Establish estate planning goals/intentions
  • Write will
  • Write power of attorney document
  • Write health care directive/living will
  • Review will/power of attorney every three years
  • Designate estate executor
  • Communicate funeral wishes to executor and heirs
  • Gather important estate documentation in a safe place
    • Create asset inventory for executor
    • Real assets
    • Investments/securities
    • Retirement accounts
    • Insurance policies
  • Create liabilities inventory for executor (if applicable)

Courtesy of © 2018 Transcontinental Media G.P. These materials are for reference and guidelines only. You are responsible for the advice you give your clients.
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