“
Estate-Planning Checklist (for each of you) • Up-to-date will • Healthcare proxy • Power of attorney • Living will • HIPAA form • List of what you are bequeathing • Legacy requests • Where your important documents are kept • What assets you have • Where your accounts are located • Account numbers, PINs, and passwords • Names of trusted people who know where your car keys, house keys, and safe deposit box keys are kept • Important names and contact information: ○ Attorney/financial adviser/CPA ○ Insurance broker ○ Healthcare providers ○ Estate attorney ○ Bank name and branch office location ○ Safe deposit box location and number
”
”
Roberta K. Taylor (The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together)