Estate planning checklist
The one page your family will wish you'd left them.
A printable checklist from the Leaf Assist Program: what to locate, what to list, which beneficiaries to confirm, and who to tell. Fill it in once, and your family won't be guessing.
- Documents to locate — will, trust, power of attorney, deeds, titles
- Accounts to list — bank, pension, 401(k) / IRA, credit cards
- Beneficiaries to confirm — and why they matter more than the will
- Benefits to claim — Social Security, VA, OPM, life insurance
- People to notify, and where you keep it all
It pairs with burial insurance — a small whole life insurance policy that pays your family in days. One covers who handles everything; the other covers how it's paid for.
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