A straightforward checklist to help Charlotte families review their documents, clarify their wishes, and make sure nothing important gets overlooked.

A lot of people delay reviewing their estate plan because they’re not sure what to check, what may be outdated, or how everything fits together.

This checklist is designed to simplify that process.

It walks through the core areas of estate planning, from documents and beneficiaries to insurance and tax considerations, so you can get a clearer view of where things stand. 

Whether you already have a plan in place or haven’t revisited it in years, this is a practical starting point.

This estate planning checklist helps you review key areas, including:

• Core estate planning documents such as wills, trusts*, and powers of attorney
• Beneficiary designations and how they align with your intentions
• Insurance coverage and potential gaps
• Planning for incapacity and healthcare decisions
• Tax considerations that may impact your estate
• Organization of important financial and legal documents
  

It’s designed to help you take inventory, identify gaps, and bring everything into alignment.

Estate planning doesn’t typically fall apart because of one big mistake.

It’s usually small things:

• A document that hasn’t been updated
• A beneficiary that no longer reflects your wishes
• A piece of your plan that was never fully coordinated
• Over time, those details can create complexity for the people you care about.

The goal of this checklist is simply to help surface those areas so you can address them thoughtfully.

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.