I’ve got an estate planning checklist for you today.
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Hi, I’m Gary DeWitt, Estate Planning Attorney in Northwest Arkansas.
Estate Planning Checklist
Before you create your estate plan, you should gather up everything on this estate planning checklist.
Start with your basic biography. Full legal name, marriage status, date of birth, address, phone, employer, military status. If you served in the military, list if you have your DD-214. Also important is your military disabilities and status.
First, get your most recent statements from all your retirement accounts. This includes 401(k)’s, pension plans, IRAs, and any other retirement accounts.
Next, list out all your cash accounts. Your cash accounts are your checking, savings, money market and CDs. Also, get statements from all your investment accounts.
If you are going to get an inheritance, list it and an approximation of how much. The same for money owed you and anticipated lawsuit settlements.
List out all your real estate.
Write down all your employee benefits such as life, health, disability, AD&D, etc.
If you have life insurance outside of work, the estate planner needs to know.
A list of all your children, their ages, birthdates, and disabilities if any. It is important to write down if they are receiving any government benefits.
If you can’t remember all of this, you can come visit and we will give you a written checklist.
Feel Free to Call
You are invited to call with questions or to get my free book, “Secrets of Excellent Estate Planning”. The book is also available on my website.
I will show you how to bulletproof what you have today, and what you leave your kids tomorrow. You’ll be able to take advantage of my estate planning legal strategies without you or your loved ones having to deal with Probate Courts, long estate settlement delays, and death tax.