Estate Planning Day 29 · AI Legacy Builders Circle

Estate Planning Day 29

✅ Estate Planning Challenge: Annual Review

Once a year, review your estate plan to make sure everything is still accurate.

Check these 4 areas:

📄 Documents

• Will

• Trust

• Power of attorney

• Healthcare documents

• Funeral/final wishes

👥 People

• Executor

• Beneficiaries

• Emergency contacts

• Healthcare decision-maker

• Trusted family members

💰 Accounts

• Bank accounts

• Retirement accounts

• Life insurance

• Investment accounts

• Business accounts

• Beneficiary designations

🏡 Property

• Home/deeds

• Vehicles

• Business ownership

• Valuable personal property

• Digital assets

Life changes. Your estate plan should change with it.

👇🏽 Comment REVIEWED when you complete your annual check.

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Estate Planning Day 29

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