Legacy Planning Checklist
This would be a checklist that a person can have available for their heirs in the event of death. Location of will/trust, digital PW, attorney name, financial planner, cpa/tax, insurance policies/agent(s), banks, investment accounts, beneficiaries, loans/debts, property, collectables, insurance etc......
Comments: 10
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09 Feb, '21
Shannon Moenkhaus Mergedperhaps including a password keeper as possible solution...
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01 Sep, '21
emily@fppathfinder.com Admin"letter of instruction for estate planning" (suggested by Meredith on 2021-09-01), including upvotes (1) and comments (0), was merged into this suggestion.
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06 Sep, '21
emily@fppathfinder.com Admin"inventory of balance sheet" (suggested by Kevin Lao on 2021-09-03), including upvotes (1) and comments (0), was merged into this suggestion.
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09 Jun, '22
ChrisGranger Admin"Tech Checklist at Death" (suggested by Chris Hassett on 2020-12-29), including upvotes (8) and comments (1), was merged into this suggestion. Language from original suggestion: "There's 'old-school' lists for clients to help there heirs find all there "stuff"- used to be safe deposit boxes, insurance policies, etc. But what about now- with all their 'digital' belongings? (online checking, savings and investment accounts- how will heirs find login info, etc?)" Votes from this suggestion prior to merge = 8
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15 Jun, '22
ChrisGranger Admin"Digital Assets" (suggested by DeDe Jones on 2020-07-29), including upvotes (2) and comments (0), was merged into this suggestion. Original language from this merged suggestion: "A checklist with current info on digital assets. What happens at death or disability to different types of accounts and how to plan for eventualities. Social media, shopping, banking, investing, other subscriptions. This is referenced in at least one other checklist."
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16 Jun, '22
ChrisGranger Admin"Final Disposition of Life Checklist" (suggested by Mike on 2019-12-29), including upvotes (1) and comments (0), was merged into this suggestion. Original language from this merged suggestion: "I’d like to see a checklist that covers the final wishes of client. This would make the transition as easy as possible for any remaining family members. For example, where passwords are stored, safe deposit boxes, funeral wishes, etc. etc."
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16 Jun, '22
ChrisGranger Admin"Preplanning Your Funeral Checklist" (suggested by Bob Robinson on 2021-08-03), including upvotes (1) and comments (0), was merged into this suggestion. Original language from this merged suggestion: "Would really appreciate a checklist similar to the EverPlans example below. Specifics of the Service including flowers, music, prayers, pallbearers, location, eulogizers, attendees etc.
https://www.everplans.com/sites/default/files/Pre-Plan-Own-Funeral-Worksheet-3.0.pdf " -
29 Aug, '22
ChrisGranger Admin"Electronic Passwords and Social media sites" (suggested by Michael Tannery on 2022-08-20), including upvotes (1) and comments (0), was merged into this suggestion. Original language from this merged suggestion: "How to create and what is needed in a family plan for electronic accounts and passwords to avoid the "what is the password" question upon the death of a spouse or parent."
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25 Nov, '22
eric heusWe have clients every month experiencing a lost of a love one. They are asking us for guidance in settling the estate. This will continue to become a very popular category for expertise, like the 90's saving for retirement, 2000's distribution planning. I like all the ideas above.
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28 Dec, '23
Jeff RogersIn addition to a Post-Death Checklist for family situations also having one that is customized for Business Owners and the unique things that need to be done post-death on both the family/personal side as well as the business side would be great! Happy to assist with thinking this through if fpPathfinder wants input.