1. Estate Planning Checklist presented by Aubrey Ramey

2. Create or update your legal documents. – Will – Powers of Attorney – Living Will Establish a Trust if appropriate. Consider funeral preplanning and burial wishes. Estate Planning Checklist

3. Burial Instruction Form I.Personal Information II.General Information III.Burial Information IV.Funeral Information

4. Organize financial records. – List of accounts – Location of documents – Passwords, security codes, etc. Review beneficiary designations on IRA and non- qualified (personal) accounts. Review titling of property and financial accounts. Estate Planning Checklist

6. Talk to family ahead of time. Create a letter of instruction. Choose representatives wisely and make sure they have copies of your legal documents. REVIEW YOUR PLANS! (at least every five years or more often if changes occur) If overwhelmed, consult a qualified financial planner (like me). Estate Planning Checklist