Estate Planning Document Checklist

Written By Kevin McKernan

The following are documents you should have in a safe place but accessible: 

  • Names and addresses of your beneficiaries 

  • A list of your assets and liabilities 

    • ASSETS: Property addresses, bank accounts, investment accounts, retirement accounts, and insurance policies

    • LIABILITIES: Mortgages, car loans, credit card balances, and other debts

  • Any current documents you have (will, trust agreement, power of attorney, etc.) 

  • Information about any business interests you may have, including ownership percentages and the value of businesses 

  • All questions, concerns, or goals regarding your personalized documents 

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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