Your Estate Plan Checklist

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Your Estate Plan Checklist

Last will and testament
Beneficiary designations
Name a beneficiary for all non-probate assets, including:
Durable financial power of attorney
Revocable living trust
Pet trust

Your Advance Care Plan Checklist

Durable medical power of attorney
Living will
Life insurance
DNR and POLST forms
Often used only by people with failing health or an existing diagnosis

Other Documents Checklist

End of life housing arrangements
Instructions for your digital assets
Funeral instructions and preferences