1. PERSONAL & FAMILY INFORMATION
o List of immediate family members and key relationships
o Contact information for trusted advisors (attorney, CPA, financial advisor)
o Guardianship designations (if applicable)
o Key family roles and responsibilities
2. CORE ESTATE DOCUMENTS
o Last Will and Testament (updated and accessible)
o Revocable or Irrevocable Trust documents (if applicable)
o Durable Power of Attorney
o Healthcare Proxy / Medical Power of Attorney
o Living Will / Advance Healthcare Directive
3. FINANCIAL ACCOUNT INVENTORY
o Bank accounts (checking, savings)
o Investment and brokerage accounts
o Retirement accounts (401(k), IRA, etc.)
o Pension information
o Insurance policies (life, disability, long-term care)
4.
BENEFICIARY DESIGNATIONS
o Retirement accounts reviewed and up to date
o Life insurance beneficiaries confirmed
o Transfer-on-death (TOD) / payable-on-death (POD) accounts verified
o Alignment between beneficiaries and estate documents
5.
ASSETS & LIABILITIES
o Real estate holdings and property details
o Business ownership interests
o Valuable personal property (jewelry, art, collections)
o Outstanding debts (mortgage, loans, credit lines)