Preparing your checklist...
Protect your family and ensure your wishes are carried out.
Names executor, guardians for minors, and asset distribution
Avoids probate, maintains privacy, gives control while alive
Trusted person manages finances if you're incapacitated
Also called healthcare proxy — makes medical decisions for you
Documents your wishes for life support and end-of-life care
401(k), IRA, life insurance, bank accounts — review annually
Real estate, brokerage accounts must be in trust to avoid probate
All accounts, passwords, contacts, documents in one secure place
Pre-pay if possible to remove burden from family