ORGANIZE WHAT YOU OWN List your assets
Document all real estate, investments, retirement accounts, personal property, and bank accounts.
Identify meaningful possessions.
Note any items—financial or sentimental— you wish to pass on to specific people or organizations.
Keep everything secure and accessible.
Ensure your executor knows where your records and important documents are stored.
PUT YOUR WISHES IN WRITING Draft or update your will.
A will is the foundation of any good estate plan, ensuring your wishes are honored.
Consider establishing a trust.
Trusts can help avoid probate and simplify how assets are passed on.
Include the Naval Academy Foundation in your plans.
A bequest is one of the most straightforward ways to create a legacy that supports future midshipmen.
PLAN FOR HEALTH & CARE DECISIONS Create a living will or advance directive.
Document your healthcare preferences for future peace of mind.
Assign a healthcare power of attorney.
Designate someone you trust to make medical decisions on your behalf if needed.
Discuss your wishes with loved ones.
Clear communication helps avoid confusion or conflict later.