WILLB4UGO, LLC

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Estate Planning Made Simple and Stress-Free

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ESTATE PLANNING CHECKLIST

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Irrevocable Living Will

Beneficiaries

Divorce Documents

Healthcare Directive

Estate Taxes

Make a list of Assets

Create a Will

Personal estate planning objectives

Insurance Inventory

Collect important documents

Titles & Property Deeds (Quit Claim Deed)

Durable Power of Attorney

Choose an Executor

Bank Accounts

Designate Beneficiaries

Guardianship designations

Account Passwords

Disclaimer

I am not an attorney, and the information or services I provide are not intended to be legal advice. Any content, resources, or assistance offered is for informational purposes only and should not be construed as professional legal advice or a substitute for consulting with a qualified attorney. If you have specific legal questions or require legal guidance, you should consult a licensed attorney in your jurisdiction.


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