An estate planning checkup is a quick and easy way to determine whether you need to make a new will, living trust, health care directive, living will or power of attorney. It is also a way to determine if you need to amend or revise other estate planning documents, such as real property deeds and beneficiary designations on bank accounts, retirement accounts, and life insurance policies.Many people begin the estate planning process with good intentions. However, there is a lot involved in making a thorough estate plan and keeping it current. After completing Pennyborn.com's estate planning checkup form, you may decide your estate plan is incomplete or out of date. For instructions on how to revise your will, see change my will.
If You Need to Update Your Estate Plan
If you decide it is time to make a new estate plan, start by defining your goals and making a list of the changes you want to make. For an overview of how to make an estate plan, refer to our list of estate planning books.
How to Use Estate Planning Checkup Form
The Estate Planning Checkup Form is one of many free estate planning forms available on Pennyborn.com. It is designed to be used as a planning tool to help you maintain a comprehensive estate plan and keep it up to date as you go through various life stages.
The Estate Planning Checkup Form is intended for use by individuals with an existing estate plan, including a will, living will, advance directives, and power of attorney. If you do not have an estate plan, see our estate planning page for information on how to make an estate plan.
The estate planning checkup form is not a substitute for meeting with an attorney and other professional advisors, such as a tax advisor and a financial planner.
Free Estate Planning Checkup Form
To take your free estate planning checkup, open the PDF form shown below. Print a copy of the form and review the instructions. Now you are ready to get started. Based on the results of your estate planning checkup, you may need to have your estate planning documents amended or have new estate planning documents prepared. If you need to find an attorney to assist with your estate plan, see finding an attorney.If you want to amend or update basic estate planning documents yourself, you can use estate planning software.