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Tuesday, 29 June 2010 00:00

A Checklist of Estate Planning Items to Assist Your Attorney

  • Full legal name and addresses for you, your spouse and children and grandchildren (if any)
  • List of assets, liabilities and net worth
  • List of bequests of particular property or assets
  • If you have minor children, the names and addresses of at least two persons who are willing to serve as guardian (at least one backup)
  • Names and addresses of at least two persons who are willing to serve as your personal representative (at least one backup)
  • Names and addresses of at least two persons who are willing to serve as your agent for a durable power of attorney (at least one backup)
  • Names and addresses of at least two persons who are willing to serve as your agent for a medical power of attorney (at least one backup)
  • After discussion with your family, your desires regarding what medical measures you may or may not want if you have a “terminal condition” or if you are in a “persistent vegetative state”
  • List of any special desires or other special provisions
  • A copy of any previously executed will or power of attorney
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