10 To-Do Items for Your Estate Plan

Here is a helpful list of ten methods to keep your estate plan current:

1. Review your existing will and any trust agreements.
2. Consider your named executors and trustees and whether they remain appropriate.
3. Review beneficiaries.
4. Review financial powers of attorney.
5. Review existing insurance coverage.
6. Review investments.
7. Review how your assets are titled.
8. Fund your trusts.
9. Confirm estate domicile.
10. Meet with your estate planning attorney and financial professionals to review the above tasks.

See Lisa P. Staron, Your Mid-Year Estate Planning Checklist: 10 Things You Should be Doing Now, The National Law Review, June 6, 2017.

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