CLIENT ESTATE PLAN REVIEW CHECKLIST

Written By Kevin McKernan

Twenty points to help ensure your legacies stay on track!

  1. Updated Information: First things first, it's crucial to keep all the vital information in an estate plan up to date. Double-check contact details, beneficiary information, and the specifics of appointed representatives. 

  2. Legal Documents: Ensure the legitimacy of your legal documents, including your will, trust, and attorney. Safeguarding a legacy hinges on these documents' legal soundness. 

  3. Beneficiaries and Distribution of Assets: Take a closer look at your beneficiaries and distribution of your assets. 

  4. Executor, Trustee and Guardian Appointments: Confirm that the individuals appointed to fulfill your wishes are still willing and capable of carrying out their roles. 

  5. Guardianship for Minor Children: It's essential to revisit their choice of a guardian.

  6. Assets and Liabilities

  7. Digital Assets and Online Accounts

  8. Business Interests

  9. Health Care Directives

  10. Power of Attorney

  11. Charitable Contributions

  12. Estate Tax Considerations

  13. Real Estate and Property Ownership

  14. Long-Term Care Planning

  15. Family Dynamics

  16. Estate Planning Goals

  17. Legal and Financial Professionals

  18. Witnesses and Signatures

  19. Review Schedule

  20. Communicate Changes

This document is designed for general information only. The information presented in this document should not be construed to be formal legal or tax advice nor the formation of a lawyer/client relationship. 

For more information on this and other topics, please contact Kevin via any of the channels listed below:

📧 kevin@kmckernan.com  | 📞 718-317-5007

Kevin McKernan
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