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Estate Plan Checklist
Estate Plan Checklist
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0/10 complete. Review annually.
as of 04:07:20 UTC
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Last will & testament
Living trust (if >$1M assets)
Power of attorney
Healthcare directive
Beneficiary designations updated
Digital asset inventory (crypto, accounts)
Letter of instruction
Life insurance review
Guardianship for minors
Estate-tax planning consult
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