The Estate Plan Checklist

Estate planning is an essential part of life planning. It is important to take the right steps in your delineating your estate while you are healthy and of sound mind, so the earlier the better.

The Article details ten steps to take when kick-starting your estate plan. A couple important steps are to designate a power of attorney and health care power of attorney, so that when you are unable to make appropriate decisions, you have the help necessary. Another important step is to create a list of financial accounts and documents, keeping them in a safe place for when your family members need access to them. Additionally, as circumstances and laws change, always review your estate plan yearly.

See Natalie Campisi, Your Estate Planning Checklist: How to Create a Financially Sound Estate Plan, Go Banking Rates, June 22, 2016.

Special thanks to Jim Hillhouse (Professional Legal Marketing (PLM, Inc.)) for bringing this article to my attention.