遗产规划检查表

Private WealthManagementwilliamblair.com Estate Planning Checklist Creating an estateplan and regularlyreviewing the plan canhelp ensure your goalsare met and help avoid Estate planning is a method for determining how to distribute your propertyduring your life and at your death. You can facilitate the process by: Understanding the factors that will affect your estateClarifying your goals and objectivesUnderstanding the strategies that are availableConsulting with professional advisorsDeveloping and implementing a planPerforming periodic reviews Naming of an individual and two successorsto serve as: Considerations prior to meetingwith your estate planning attorney: ExecutorTrustee for trustsGuardian for your childrenAgents in powers of attorney Your current and anticipatedfinancial situationYour family members, their needs,and your desire to transfer assetsto themAre your children to be treated on anequal basis?Other beneficiaries if no familymembers survive Naming of primary and secondarybeneficiaries for: Qualified plan assets(IRAs, 401(k)s, 403(b), etc.)Life insurance policiesHealth Savings Accounts If considering or reviewing trusts: Individual or organization to be namedas beneficiaryOther beneficiaries if no immediatefamily member survivesStandard for distribution of income andprincipal to beneficiaries. Standardscan be limited to address specific concernssuch as health, education, maintenanceor support, or treated broadly as “bestinterests” to address wide-ranging issues Documents to implement and review atregular intervals: WillRevocable trust (Living Trust)Power of attorney for healthcarePower of attorney for propertyHealthcare directives Private WealthManagement Estate Planning Checklist Avoiding probateProviding liquidity for settlementof estate Titling of assetsFair market valueFamily income statementGross income and tax bracketDo you own real estate in morethan one state?Anticipated gifts or inheritancesWill both spouses be able to use theestate tax exemption amount?Has either spouse used theirlifetime gift exemption amount?Is your state de-coupled fromfederal exemption?Are annual exclusion gifts made? Insurance considerations: Irrevocable Life Insurance TrustCash Value or Death Benefit ofpolicies Circumstances warranting a reviewof estate plan: A substantial change in net worthAn estate valued at more than theestate tax exclusion amountA new child or grandchild is bornMinor children have or developspecial needsSpouse is unable to handlefinancial mattersChange in marital statusDeath of a loved oneChange in business ownershipor partnershipChange in employment orentering retirementAcquisition of property in morethan one stateRelocation to another state Collect personal and family dataFor self, spouse, children, grandchildren, in-laws, parents, and any other persons Sample goals and objectives: Providing financial securityfor family Ensuring that property ispreserved and passed onAvoiding disputes among familymembers, business owners,or third parties such as the IRSProviding for children’s or Who should family memberscontact if you are unable to Location of estate planningdocumentsAttorneyAccountantInvestment manager Financial data to summarize: Family balance sheet February 2026 This content is for informational and educational purposes only and not intended to provide or should not be relied upon for legal, tax, accounting, or investment advice or arecommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor’s objectives, guidelines, andrestrictions. The factual statements herein have been taken from sources we believe to be reliable, but such statements are made without any representation as to accuracy orcompleteness. These materials are subject to change, completion, or amendment from time to time without notice, and William Blair is not under any obligation to keep you advised