Free Estate Planning Checklist - PDF | Word – eForms
Estate Planning Checklists: By State; Top 3 Forms. Advance Directive; Last Will and Testament; Power of Attorney; How to Create an Estate Plan (7 Steps)
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; Choose the Beneficiaries of the Estate; Write an 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 also allow individuals to appoint someone to oversee their medical and financial affairs when they cannot due to incapacitation or death.
To create an estate plan, an individual will need to understand the laws in their State and gather a list of their assets. Afterward, the individual can decide who they believe is the best fit to handle their end of life decisions as well as who to give their property after death.
Free New York Estate Planning Checklist - PDF | Word - eForms
A New York estate planning checklist is a step-by-step guideline for the estate planning process. Many tasks and documents must be completed to ensure a person's estate is taken care of after they die or are unable to make decisions for themselves.
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 their behalf with regard to healthcare and financial decisions when they are unable to make those decisions due to incapacitation or death.
Free Louisiana Estate Planning Checklist - PDF | Word - eForms
Jun 20, 2024 · How to Create an Estate Plan in Louisiana (6 steps) Select a Health Care Agent; Select a Financial Agent; Make a List of All Estate Items; Designate Beneficiaries and Other Roles; Execute Estate Transfer Documents; Keep the Documents Safe
Free Ohio Estate Planning Checklist - PDF | Word – eForms
An Ohio estate planning checklist is a guide that can help individuals as they prepare their estate for death, unforeseen medical conditions, and extended absences. Using these legal instruments, one can appoint agents and representatives to act on their behalf.
Free South Carolina Estate Planning Checklist - PDF - eForms
Jun 20, 2024 · A South Carolina estate planning checklist is a guide for individuals who wish to plan for end-of-life medical treatment and the distribution of their estate when they die. These legal instruments are also useful for when the individual, due to illness or incapacitation, is unable to make decisions on their own behalf.
Free Georgia Estate Planning Checklist - PDF | Word – eForms
Jun 20, 2024 · Prepare Estate Information; Identify the Beneficiaries; Create a Living Trust and/or Last Will and Testament; Store the Documents in a Safe Place; The information in the guide below will assist individuals through the Georgia estate planning process, ensuring that their interests are communicated as they approach the later stages of life.