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See how you can benefit from an estate planning checklist as you prepare yourself for the inevitable. Checklist for additional deceased estate documents required.Adding to the confusion, a comprehensive estate plan does more than dispose of your assets when you pass away. It can be distributed to either a dependent beneficiary or the trustee of your estate under a binding death nomination. We've put together a checklist of the important issues and requirements that are essential to address in your estate plan. Picture. A simple, easy to use checklist to annotate your personal and career information, family data, insurance policies, financial data, and other information. However there are other things that you should do to make the lives of your executors and beneficiaries a lot easier. Estate Planning Checklist. Establish a trust if appropriate.
