An Estate-Planning Checklist | Morningstar
https://www.morningstar.com/personal-finance/how-create-your-estate-plan-checklist
As you do tackle your estate plan, here are the key jobs to check off your list: Create a master directory. Designate beneficiaries. Draft a will. Name guardians for minor children if you have them. Name custodian for assets owned by minor children. Draft powers of attorney for healthcare and financial matters. Create an advanced directive. Create a trust (if needed). 1) Create a master directory. 2) Designate beneficiaries. 3) Draft a will. 1. File a last will and testament ... 2. Assign a financial power of attorney ... 3. Create an advanced directive ... 4. Create a living trust ... 5. Identify and designate beneficiaries ...
Create a master directory.
Designate beneficiaries.
Draft a will.
Name guardians for minor children if you have them.
Name custodian for assets owned by minor children.
Draft powers of attorney for healthcare and financial matters.
Create an advanced directive.
Create a trust (if needed).
1) Create a master directory.
2) Designate beneficiaries.
3) Draft a will.
1. File a last will and testament ...
2. Assign a financial power of attorney ...
3. Create an advanced directive ...
4. Create a living trust ...
5. Identify and designate beneficiaries ...
DA: 94 PA: 23 MOZ Rank: 52
