Estate Planning Legal Document Checklist

If you are in the process of making plans for your estate, here is a list of documents to look out for:

• Have I made my wishes as to the distribution of my assets clear and enforceable? (Last Will & Testament and/or Trust)
• Have I titled my assets in order to coordinate with the directives in my Will/Trust and/or to take advantage of Survivorship and Transfer on Death titles to ease property transfers after death if appropriate? (Deeds, Asset Titles)
• Have I designated an agent to handle my legal affairs when needed and particularly if I become incompetent? (Durable General Power of Attorney)
• Have I received an authorization to handle the legal affairs of any adult children whom I still support or other adult family members whom I am assisting? (Durable General Power of Attorney)
• Have I made my desires as to medical care and end of life treatment clear and enforceable? (Durable Power of Attorney for Health Care and Living Will)
• Have I reviewed my documents lately to determine if a change of circumstances or change in the law might have necessitated a revision or updates? Do I know where my original documents are located? Are my documents stored securely and have I provided information about their existence to the appropriate other parties?

Contact Us

Should you have any questions or require assistance with estate and trust administration, please feel free to reach out to us at the Law Offices of Susan Priest Richlak. Our team is ready to offer the guidance and support you seek.