Your Personalized Planning Checklist

You’re Just Getting Started – Let’s Build the Basics

You’re not alone—most people don’t have anything in place. The good news? A few key documents can bring a huge sense of relief. You definitely need:

• Durable Power of Attorney (DPOA) – to authorize someone to manage finances if you’re ever unable
• Medical Power of Attorney (MPOA) – to name someone to make medical decisions on your behalf
• HIPAA Authorization – so loved ones can talk to your doctors
• A basic Will – to name beneficiaries and outline your wishes, and name guardians of dependents (if applicable)

Next step: Create a simple plan to protect your people, name your key decision-makers, and avoid confusion. 📘 Helpful resource: 📘 Get Educated:

• Power of Attorney, Explained: The 3 Documents That Protect You (and the People Who Love You)
• Wills vs Trusts: What You Need to Know to Protect Your Legacy

📥 Free download: Core Components of a Legacy Plan 🤝 Recommended Service: Legacy Foundations Package Get clear on what legal documents you actually need, what protection they provide, and what they should really cost. We’ll map out your personal plan, explain your options, and connect you with pre-vetted professionals at negotiated rates—no sales pitch, no surprise fees. Just clarity and confidence. Schedule your free 30-minute legacy planning consultation.

Your Personalized Planning Checklist

You Have a Will—But It’s Time to Level Up

You’ve taken the first step—and that’s something to be proud of. Now let’s make sure your plan actually protects your people and your assets. You definitely need:

• A review of your will to confirm guardianship, inheritance, and medical wishes
• DPOA, MPOA, and HIPAA Authorization (if not included)
• Beneficiary designations and account access plan

You should consider:

• A revocable trust to simplify asset transfers, maintain privacy (wills alone are public record), and avoid probate
• Transfer-on-death deeds if you own property
• A digital vault to store documents and share access with your executor or loved ones

Why it matters: Guardianship of minor children, clarity around assets, and proper documentation are critical to avoid court battles and unnecessary costs. 📘 Helpful resource: 📘 Get Educated:

• Power of Attorney, Explained: The 3 Documents That Protect You (and the People Who Love You)
• Wills vs Trusts: What You Need to Know to Protect Your Legacy

📥 Free download: Core Components of a Legacy Plan 🤝 Recommended Service: Estate Plan Review Not sure if your current plan still works for your life today? We’ll review your will, trust, and key documents, identify gaps or outdated pieces, and provide clear, personalized next steps. You’ll get a refreshed roadmap—plus access to pre-vetted estate lawyers, financial planners, and insurance professionals at negotiated rates if updates are needed. No pressure, no upsell—just clarity and peace of mind. Schedule your free 30-minute legacy planning consultation.

Your Personalized Planning Checklist

You Have a Plan—But It May Be Missing Long-Term Protection

You’re ahead of the curve, but your age and concerns suggest it’s time to explore more advanced options. You definitely need:

• A fully updated Will + Trust (if applicable)
• DPOA, MPOA, and HIPAA Authorization
• A current asset and beneficiary inventory
• Medical directives and family communication plan

You may benefit from:

• A revocable trust to streamline probate and manage complex assets
• An irrevocable trust if:
  • You’re planning for Medicaid eligibility (5-year lookback)
  • You want to protect assets from long-term care costs
  • You’d like to reduce your taxable estate

Important note: Irrevocable trusts are best for assets you don’t need to spend—they’re about protection, not flexibility. 📘 Helpful resource: 📘 Get Educated: Revocable vs Irrevocable Trusts 📥 Free tool: How to Create a Legacy Inventory 🤝 Recommended Service: Comprehensive Legacy Planning Session You’ve done the basics—now it’s time to ensure everything is clear, current, and built to last. In this session, we’ll walk through your existing plan, identify gaps, and map out exactly what your executor will need to settle your estate smoothly. You’ll leave with a detailed inventory, a family communication strategy, and long-term planning recommendations tailored to your goals. If updates are needed, we’ll connect you with pre-vetted estate lawyers, financial advisors, and insurance pros—no pressure, no hidden fees, just trusted guidance. Schedule your free 30-minute legacy planning consultation.

Your Personalized Planning Checklist

You’re in Great Shape – Just Stay Proactive

You’ve done the hard work—and that puts you miles ahead of most families. Now the focus is on keeping things up to date. You should have in place:

• A current Will, Trust (if applicable), and beneficiary designations
• Powers of Attorney and Medical Directives
• Digital access plan and document storage
• Communication with your executor and key family members

Best practice: Review your documents every 3 years or after major life changes (birth, death, marriage, divorce, move, diagnosis, etc.). You may want to consider:

• Adding ethical wills, legacy letters, or video messages for loved ones
• Sharing your wishes in a structured family meeting

📘 Helpful resource: 📘 Get Educated: Understanding the Executor role so you can lighten the load now – Understanding the Executor Role So You Can Lighten the Load 📥 Free tool: Legacy Planning Maintenance Checklist 🤝 Recommended Service: Legacy Alignment Session You’ve already done the most important work—now make sure your loved ones understand the plan. This facilitated session helps you share your wishes clearly, walk your executor and family through what to expect, and create space for questions before there’s a crisis. We’ll guide the conversation so it feels supportive and productive—not awkward. It’s one of the simplest ways to protect relationships and ensure your thoughtful planning is carried out just as you intended. Schedule your free 30-minute legacy alignment consultation.