Financial Planning
Checklist for estate planning
What needs to be addressed in your estate planning? Here are some sample items to get you started:
Financial
Bank accounts
Investment accounts (annuities, mutual funds)
Stocks
Bonds
U.S. Treasury notes
Business
Closely-held or family business
Limited partnership
Retirement savings
401(k)
403(b)
IRA
Life insurance policies
Social Security statement
Pension
Family members
Spouse
Ex-spouse
Children
Stepchildren
Grandchildren
Property
Primary residence
Rental properties
Vacation homes
Business property
Personal property of value (antiques, collectibles, automobiles, jewelry, art)
Inheritance (current or anticipated)
Interest in trust (current or future)