Gather all financial account information — bank, retirement, investment
List all real estate and property holdings
Create inventory of personal property and valuables
Choose executor and successor executor for your will
4wDetermine guardians for minor children
3wDraft last will and testament — core document
11Review and update beneficiary designations on all accounts
2wCreate advance healthcare directive (living will)
2Durable financial power of attorney
3Digital asset and online accounts inventory
12Trust creation — revocable living trust overview
8Funeral planning and final wishes document
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