Checklist: Estates for families with young children

Check List Check List

Here’s what to cover off in client meetings about estate planning for families with young children, as well as some to-dos to take care of in advance to make the meeting more productive.

Important to-dos and documentation needed for your estate plan.

Preview of Checklist: Estates for families with young children

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Checklist: Estates for families with young children

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 (likely a trustee)
  • 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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