09/02/2026
📝 Your Estate Planning Checklist: Have You Covered These 7 Essentials?
Estate planning isn’t just for the wealthy — it’s for anyone who wants to make life easier for the people they love. Whether you’re organizing for the first time or updating an old plan, here’s a simple checklist to help you get started:
1️⃣ Create a will: Who who inherit your assets and who will care for any dependents.
2️⃣ Set up health care directives: State your medical wishes in a living will and designate a medical decision-maker in case you can’t speak for yourself.
3️⃣ Assign financial power of attorney: Choose someone you trust to manage your finances if you’re unable to.
4️⃣ Name your beneficiaries: Keep account designations current for life insurance, retirement, and banking.
5️⃣ Review your life insurance policy: Reassess coverage to match your family’s financial needs.
6️⃣ Letter of instruction: Leave practical guidance for loved ones.
7️⃣ Organize key documents: Keep wills, policies, deeds, and all account info in a secure but accessible place.
A little planning now can save your loved ones time, stress, and expense later. Start the conversation with your family today — they will thank you for it! Our agency is here to help you along the way, so reach out if you want to talk about the state of your estate plan.
