Checklist for wills
  • Estate Planning Tools
    • Will
    • Joint tenancy
    • Living trusts
    • Lifetime gifts
    • Business recapitalizations
  • Selecting Your Heirs
    • Spouse
    • Children
    • Parents
    • Other relatives
    • Friends
    • Charitable organizations
  • Identifying Your Debts and Liabilities
    • Credit cards
    • Loans
    • Home mortgages
  • Listing Your Property and the Heirs to recieve it
    • Automobiles and boats
    • Bank accounts
    • Computers and electronic equipment
    • Home and household goods
    • Insurance
    • Jewelry
    • Rental property
    • Stocks and bonds
  • Appointing an Executor for Your Estate
  • Naming a Guardian for Your Children
  • Creating Trusts for all or part of Your Property
  • Allocating Taxes among Your Heirs
  • Providing for Forced Heirs
  • Disinehriting Unwated Heirs
  • Coordinating with the Will of Your Spouse
  • Directive to Doctors to Withhold Life Support (“Living Will”)
  •  

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