The 6-Document Estate Checklist
The six documents every retiree needs — and where they live.
The six documents every retiree needs — and where they live.
1. Will
Executed, signed, witnessed. Location: ______. Date last reviewed: ______. Executor: ______
2. Revocable living trust (if applicable)
Executed and FUNDED (assets actually retitled). Location: ______. Successor trustee: ______
3. Durable financial power of attorney
Names who handles finances if you can't. Location: ______. Agent: ______. Backup: ______
4. Healthcare power of attorney
Names who makes medical decisions. Location: ______. Agent: ______. Backup: ______
5. Living will / advance directive
States your end-of-life wishes. Location: ______. Copies given to: ______
6. Beneficiary designation summary
One sheet listing every IRA, 401(k), insurance policy, and TOD account, with current primary and contingent beneficiaries. Date last verified: ______
If your spouse or child can't find these documents in 15 minutes, you haven't finished your estate plan.
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