Estate Planning Checklist
4.8/5 with 372 votes
Table of Contents
Save the full checklist and customize it later.
0 of 22 completed
- 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?
Download or Print this Estate Planning Checklist
Get a printable version of this checklist in your preferred format: PDF, Word, Excel, or print directly from your browser.
Presented by:
Kimberly French
Stats
Views
282
Views: 282
Uses
7
Uses: 7
Tasks
22
Tasks: 22
Who it's for
This Estate Planning Checklist is for anyone who wants a simple, practical way to get things done without missing steps.
- Avoid forgetting - keep all your Estate Planning essentials in one place (external memory)
- Save time - start from a proven Estate Planning structure instead of a blank page
- Stay on track - track progress, come back later, and keep momentum
- Coordinate with others - share the list and divide responsibilities
- Learn the process - follow the steps in a sensible order, even if it's your first time
How to use it
How to use this Estate Planning Checklist
- Save Estate Planning Checklist to your free Checklist account so your progress is saved and synced across devices.
- Customize it in the app: remove anything that does not apply, then add your own details for Estate Planning (dates, sizes, addresses, notes).
- If others are involved, invite them to collaborate and divide responsibilities.
- Work through the list: check items off as you go, and set reminders for time-sensitive steps.
Rate this Checklist
5 stars
Scores 4.80 with 372 votes