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♦ divorce decrees and property settlements with former spouses, if any. ♦ most recent federal income tax return. Make sure you have a compatible program for the format you choose so that you can work directly onscreen. _____ (22 or 25 are common ages depending upon the size of your estate and whether you anticipate graduate school.) 3.
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Please list, in order of preference, who you would like to serve as trustee of any trusts. Web estate planning checklists: Gather recent statements from your bank, brokerage, and retirement accounts. How to create an estate plan (7 steps)
List The Value Of Your Home And Other Real Estate Along With Cars, Jewelry, Artwork, And Other Physical Assets.
The owner of the estate, referred to in this checklist as the “principal,” can appoint surrogates to handle their affairs and make. Web updated january 23, 2023. Set family goals and create a plan. Use trusts to support you, your family, and loved ones.