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Estate Planning Checklist for Divorce
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Estate Planning Checklist for Divorce

An effective guide assisting you through the estate planning process after a divorce, ensuring all necessary adjustments and updates are addressed efficiently.
1
Consult an estate planning attorney
2
Review and update your will
3
Revise beneficiaries in your retirement accounts
4
Re-evaluate your power of attorney
5
Update your medical power of attorney and living will
6
Change beneficiaries in your life insurance policies
7
Approval: Attorney General for changes in beneficiaries
8
Consider setting up a trust for the children
9
Evaluate your estate tax strategy
10
Review and update your property titles
11
Gather and organize all financial documents
12
Reassess your financial plan considering the new situation
13
Consider potential future marriage in your planning
14
Update your emergency contacts and information
15
Consult a tax advisor
16
Check your credit report for discrepancies
17
Approval: Financial Advisor
18
Ensure all estate plans align with divorce agreement
19
Final review of completed estate planning checklist
20
Approval: Estate Planning Checklist