Legacy checklist
What happens to it, and who knows.
Nine questions. Tick what is done, and you are left looking at the list of what is not. That list is the conversation.
This is not legal adviceMost of what this points at is a lawyer's job or an accountant's. The point of the page is to find out which questions to take to them.
01
The list
Your ticks stay here
They are remembered in this browser, on this device. Nothing is sent to us and
nothing is stored anywhere else. Come back and carry on.
Print it
The page prints cleanly if you would rather work on paper.
02
What an unticked box usually means
Almost always that the pieces stopped matching, not that anything is wrong.
A beneficiary form beats a will on a retirement account. That one fact catches more families than anything else on this list, because the form was filled in decades ago and the will was written last year.
The other common one is that everything is in order and nobody has been told. A plan nobody knows about is a plan somebody has to guess at.