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Estate Planning Checklist

Estate Planning Checklist

Kimberly French

created on Dec 29, 2011

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Excellent

4.8 with 371 votes

Communicating your Wishes

Do you have a current and valid will?

If you have a will have you reviewed it within the last 3 years?

Have you named executor(s) and trustee(s)?

Do you have an enduring power of attorney?

Have you made a nomination in relation to your superannuation?

If you have specific wishes regarding your funeral, have you left instructions with your executor?

Have you documented your wishes regarding organ donations?

Protecting your Family

Does your spouse/children/executor know the names and addresses of your professional advisers?

Does your will name a guardian(s) for minor children?

Does your will provide for children from a previous marriage(s)?

If you have dependents with disabilities does your estate plan protect their interests?

Do you have the right amount and type of life insurance?

Protecting their Inheritance

Have you considered setting up a trust to protect your family?s inheritance?

Does your estate plan take account of the possibility of someone making a claim on your estate?

Does your will protect potential beneficiaries who may face family breakdown or become bankrupt?

Do you know what effect your death would have on your self managed super fund, family trust or family company?

Other Considerations

Have you considered making a planned gift to charity?

Do you know what the tax and social security consequences would be for beneficiaries of your current will?

UselessPoorOkGoodExcellent

Excellent

4.8 with 371 votes

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