Free Estate Planning Checklist - PDF | Word – eForms
An estate planning checklist is a guide on how to plan an individual's assets and end-of-life health care if they should die or become incapacitated. By following the checklist, an individual can …
Free Florida Estate Planning Checklist - PDF | Word – eForms
Jun 20, 2024 · How to Create an Estate Plan in Florida (6 steps) Choose a Health Care Surrogate; Choose a Financial Surrogate; Make a List of Personal Property and Other Assets; …
Free Last Will and Testament (Will) - PDF | Word – eForms
A last will and testament or will is a legal document outlining how an individual (testator) wants to transfer their assets after death. It also appoints who will manage the estate during the probate …
Free Texas Estate Planning Checklist - PDF | Word – eForms
Jun 20, 2024 · A Texas estate planning checklist is a guide created to assist Texas residents in planning for the distribution of their estate. It also allows individuals to appoint agents to act on …
Free Washington Estate Planning Checklist - PDF | Word - eForms
Jun 20, 2024 · How to Create an Estate Plan in Washington (6 steps) Select a Health Care Agent. Choose a Financial Agent. Make a Current Assets List. Select and Contact Beneficiaries. Draft …
Free Arizona Estate Planning Checklist - PDF | Word – eForms
Jun 20, 2024 · An Arizona estate planning checklist provides a list of documents that allow an individual to give authority to "agents" to manage their finances, medical decisions, and other …
Free South Carolina Estate Planning Checklist - PDF - eForms
Jun 20, 2024 · How to Create an Estate Plan in South Carolina (6 steps) Select a Health Care Agent; Select a Financial Agent; Make a List of All Estate Items; Beneficiaries; Execute Estate …
Free Virginia Estate Planning Checklist - PDF | Word – eForms
Jun 20, 2024 · A Virginia estate planning checklist is a step-by-step list that can be used by residents to prepare for the transfer of their estate to their loved ones. These legal instruments …
Free Minnesota Estate Planning Checklist - PDF | Word - eForms
Jun 20, 2024 · How to Create an Estate Plan in Minnesota (6 steps) Choose a Health Care Agent. Choose a Financial Agent. Make a List of All Assets and Real Estate. Designate Beneficiaries. …
Free Indiana Estate Planning Checklist - PDF | Word – eForms
Jun 20, 2024 · An Indiana estate planning checklist is a document that residents can refer to when organizing their plans for end-of-life medical treatment, financial management, and estate …