Estate Planning Checklist - 10 Things to Periodically Review

Below is a Criss-Rousseau-Law-Firm-LLP-Blue-Background-1-1-300x240.jpgbrief article that provides a helpful list of ten items to keep your estate plan current:

  1. Review your current will.
  2. Consider your named executors and trustees and whether they are still current.
  3. Review all beneficiaries.
  4. Review all powers of attorney, medical directives, and estate planning documents.
  5. Review existing insurance coverage.
  6. Review investments.
  7. Review how your assets are titled.
  8. Fund any of your trusts.
  9. Confirm estate domicile.
  10. Meet with your estate planning attorney and financial professionals to review all of the above.

For more information, See Lisa P. Staron, Your Mid-Year Estate Planning Checklist: 10 Things You Should be Doing Now, The National Law Review, June 6, 2017.

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