End of Year Estate Planning Checklist

As the year comes to a close, it’s the perfect time to make sure your estate plan still reflects your life and your wishes.

Here’s a quick End-of-Year Estate Planning Checklist to help you stay prepared:
✅ Review your will and trust. Have there been any marriages, divorces, new children, or major purchases this year?
✅ Update beneficiaries. Check retirement accounts, insurance policies, and pay-on-death accounts.
✅ Revisit your powers of attorney and healthcare directives. Make sure your chosen agents are still the right people to handle your affairs if needed.
✅ Organize your important documents. Keep everything in one accessible, secure place.
✅ Discuss your plans with loved ones. A short conversation today can save confusion later.

Taking these small steps before year end gives you and your family peace of mind heading into the holidays and the new year.

Need help reviewing or updating your estate plan? Our team is here to guide you every step of the way. Let’s make sure your legacy is protected.