![]() If you have any questions about year-end estate planning, please contact our office or another experienced estate planning attorney. We hope this checklist helps you find peace of mind. Contact our firm to create a post-nuptial agreement AND update your estate plan to reflect this change.Contact our firm to create a pre-nuptial agreement AND update your estate plan to reflect this change.Review jointly owned property documents to ensure they are titled in your trust and/or reflect your wishes: By following the checklist, an individual can get an idea of the estate laws in their State and choose which forms suit their personal financial situation best. Bank and brokerage accounts (if P.O.D – payable on death) 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.Review your beneficiary designations for the following types of accounts to ensure they reflect your wishes: ![]()
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