Estate Planning Checklist

Essential steps to protect your legacy

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Checklist Items

Create or Update Last Will & Testament

Establish a Living Trust (if applicable)

Designate Durable Power of Attorney

Create an Advance Healthcare Directive / Living Will

Confirm Beneficiary Designations (life insurance, retirement accounts)

Designate Guardians for minor children (if applicable)

Prepare a Letter of Intent / Funeral Plan

Inventory digital assets & account access

Review and update tax & estate tax strategies with advisor

Schedule regular review (every 2–3 years)

Need help with your estate plan?

Estate planning can be complex. Our advisors can connect you with trusted legal and financial professionals to ensure everything is properly set up. We recommend reviewing your plan every 2–3 years or after major life events.

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Disclaimer: Allied Life Financial Group and its representatives do not provide tax, legal, or accounting advice. This material has been prepared for informational purposes only. You should consult your own tax, legal, and accounting advisors before engaging in any transaction. Insurance products and services are offered through licensed insurance agents. All quotes and coverage are subject to underwriter approval. Not all coverage options are available in all states.