Your estate documents are only as good as your implementation of them. Use the following charts to help identify action items. List all assets of the person with special needs as well as assets of ALL family members named in Estate Planning documents. Identify necessary changes (i.e., change name of beneficiary, re-title asset, etc.), if any. Examples of account types would include checking and/or savings accounts, IRAs, 401(K) accounts, etc.

Always save your content by clicking the ‘Save Progress’ button at the bottom of the page.