✅Checklist3 min read
Essential Estate Planning Documents Checklist
Category: Estate Planning | FinSeniors, Worthune.com
📜Estate PlanningUsing larger text for easier reading
Category: Estate Planning | FinSeniors, Worthune.com Estate planning isn't just for the wealthy — it's for anyone who has people they care about and assets they've worked hard to build. This checklist covers the core documents every adult should have, what each one does, and what to watch for.
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1. Last Will and Testament
2. Revocable Living Trust (if applicable)
3. Durable Financial Power of Attorney
4. Healthcare Proxy / Medical Power of Attorney
5. Living Will / Advance Healthcare Directive
6. HIPAA Authorization
7. Beneficiary Designations
8. Letter of Instruction
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Checklist
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Estate Planning