Estate Planning Checklist

All estate plans should look differently—a one size fits all approach isn't going to work for most people. This is because estate plans are tailored to your specific circumstances and needs. Here is a list of documents that may be included in your estate plan. This isn’t an all-inclusive list, but it’s a great place to get started.


The Basics:

Healthcare:

Trusts:

End of Life Events:

There is a second, more practical step to estate planning that we don’t want you to skip! At Daly Law, LLC we highly suggest that you put copies of all of your important documents in the same place. Please make sure the space you choose, either physically or online, is completely secure. You don’t want someone to have access to all of your important and confidential information. Here is a list of documents you will want to start collecting.

  • Birth certificates

  • Adoption records

  • Divorce records

  • Bank accounts

  • Annuities

  • Real estate deeds

  • Stocks, bonds, mutual funds

  • Investments

  • Pensions and retirement accounts

  • Life insurance policies

  • Details of important personal property

At Daly Law, LLC, we take the extra steps necessary to collect and secure your documents. If you purchase one of our personalized estate planning packages we can upload copies of your documents and store them in your client account. Don't worry, we utilize advanced security systems and practices to keep your personal documents safe.


We know that life planning, especially end of life planning, can be an emotional roller-coaster. You don’t have to go on this ride alone. Daly Law, LLC is here to guide you. Schedule a free consultation and we can chat about the best options for you and your family.

 

Disclaimer: The Daly Law, LLC blog is written for educational purposes. We provide general information about the law but not specific legal advice. There is no attorney-client relationship between you and Daly Law, LLC. For legal advice, please consult a licensed attorney in your jurisdiction. Content in this blog should not be relied upon for legal research, as the law is subject to change. The Daly Law, LLC blog includes advertisements for our services.