What’s Included

Checklist 1 – Where to Begin?
Checklist 2 – Estate Financial Protection
Checklist 3 – Estate Administration without Dependents
Checklist 4 – Estate Administration with Dependents
Worksheet A – Beneficiaries of the Estate
Worksheet B – Items to Donate, Sell, or Destroy
Worksheet C – Financial Institutions Including Credit Card Accounts
Worksheet D – Estate Bills Including All Remaining Debt
Worksheet E – Directives, Wills, and other Legacy Documents
Worksheet F – Family Genealogy
Worksheet G – Grief-Bereavement Resources
Worksheet H – Insurance
Worksheet I – Financial Assets Including Valuables
Worksheet J – Online Accounts Including Social Media
Worksheet K – Personal History
Worksheet L – Personal Property, Business Interests, and Other Assets
Worksheet M – Real Estate
Worksheet N – Retirement Benefits/Accounts
Worksheet O – Terms and Definitions
Worksheet P – Vehicles and other Titled Assets
Worksheet Q – Where to Find it
Worksheet R – Who to Inform

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