Raymond James - Estate Planning Checklist


	Name	Name
1. I have a signed will prepared by a professional.
2. I have a signed power of attorney for my financial affairs.
3. I have a signed power of attorney for my personal care.
4. I have recently reviewed my will and powers of attorney.
5. My family knows where to find my will and powers of attorney.
6. My family knows where to find my financial records such as bank and investment accounts, tax returns and insurance policies.
7. My family knows where to find my digital records such as online banking, social media, subscriptions, user IDs and passwords.
8. I have planned my funeral and provided the details to my family.
9. I have a current net worth statement listing my assets and liabilities.
10. I have enough cash or life insurance to pay for funeral expenses, income taxes, legal, executor and probate fees.
11. I have enough cash or life insurance to replace my income and maintain my family's current lifestyle.
12. I have taken steps to protect assets brought into my current spousal relationship.
13. I have named beneficiaries for my RRSPs, RRIFs, LIFs, TFSAs, annuities, life insurance policies, pension plans and DPSPs.
14. I have considered making a planned gift to charity.
15. I have a document outlining my wishes for organ donation.
16. I have a succession plan in place for my business.
17. I have a buy/sell agreement with my business partner(s).

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