{"id":34986,"date":"2023-12-09T08:14:50","date_gmt":"2023-12-09T08:14:50","guid":{"rendered":"https:\/\/www.process.st\/templates\/estate-planning-checklist-australia\/"},"modified":"2024-03-05T15:48:21","modified_gmt":"2024-03-05T15:48:21","slug":"estate-planning-checklist-australia","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/estate-planning-checklist-australia\/","title":{"rendered":"Estate Planning Checklist Australia"},"content":{"rendered":"\n<section id=\"discuss-and-decide-on-financial-and-healthcare-decisions\"> \n <h2>Discuss and decide on financial and healthcare decisions<\/h2>\n <div class=\"text-content\">\n   In this task, you will discuss and make decisions regarding your financial and healthcare matters. This is a crucial step in the estate planning process as it ensures that your wishes are known and followed. Consider the impact these decisions will have on your loved ones and the overall estate plan. What financial decisions need to be made? What healthcare decisions need to be discussed? Are there any potential challenges or concerns that need to be addressed? Use the relevant form fields below to document your decisions and ensure they are accurately represented in your estate plan. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Financial Decisions <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Healthcare Decisions <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"identify-and-list-all-assets-and-liabilities\"> \n <h2>Identify and list all assets and liabilities<\/h2>\n <div class=\"text-content\">\n   In this task, you will identify and list all of your assets and liabilities. This includes real estate, bank accounts, investments, debts, and any other items of value. It is important to have a comprehensive list of your assets and liabilities to ensure they are properly distributed according to your wishes. Use the relevant form fields below to document your assets and liabilities. Be as detailed as possible and consider including their estimated value. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> List of Assets <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> List of Liabilities <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"choose-an-executor-for-your-estate\"> \n <h2>Choose an executor for your estate<\/h2>\n <div class=\"text-content\">\n   In this task, you will choose an executor for your estate. The executor is responsible for carrying out your wishes as outlined in your estate plan. Consider selecting someone you trust and who is capable of handling the responsibilities involved. Will they be able to manage any potential conflicts among beneficiaries? Will they have access to necessary financial and legal resources? Use the relevant form fields below to document your choice of executor. \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Executor <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"discuss-guardianship-of-minor-children-if-applicable\"> \n <h2>Discuss guardianship of minor children if applicable<\/h2>\n <div class=\"text-content\">\n   In this task, you will discuss the guardianship of your minor children (if applicable). It is important to designate a guardian who will care for your children in the event of your untimely death. Consider the values and qualities you would like the guardian to possess. Will they be able to provide a stable and loving home for your children? Use the relevant form fields below to document your discussions and decisions regarding guardianship. \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Guardian <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"consult-with-an-estate-planning-attorney\"> \n <h2>Consult with an estate planning attorney<\/h2>\n <div class=\"text-content\">\n   In this task, you will consult with an estate planning attorney. An attorney specializing in estate planning can provide valuable guidance and expertise to ensure that your estate plan is legally sound and reflects your wishes. During the consultation, discuss your goals, concerns, and any specific legal requirements or considerations. Ask questions to clarify any aspects of the process that are unclear. Use the relevant form fields below to document your consultation. \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Estate Planning Attorney <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Consultation Date <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Discussion Points <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"create-or-update-your-will\"> \n <h2>Create or update your Will<\/h2>\n <div class=\"text-content\">\n   In this task, you will create or update your Will. A Will is a legal document that outlines how you want your assets to be distributed after your death. Consider how you want your property, belongings, and investments to be divided among your beneficiaries. Are there any specific bequests or conditions you want to include? Work closely with your attorney to ensure that your Will accurately reflects your wishes and meets all legal requirements. Use the relevant form fields below to document the details of your Will. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Division of Assets <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Specific Bequests <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"approval-will-details\"> \n <h2>Approval: Will details<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Create or update your Will<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"consider-setting-up-a-trust\"> \n <h2>Consider setting up a Trust<\/h2>\n <div class=\"text-content\">\n   In this task, you will consider setting up a Trust. A Trust is a legal entity that can hold and manage your assets on behalf of your beneficiaries. It can provide added protection, control, and flexibility in the distribution of your assets. Discuss with your attorney the advantages and disadvantages of setting up a Trust and whether it aligns with your estate planning goals. Use the relevant form fields below to document your discussions and decisions regarding the establishment of a Trust. \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Advantages of Trust <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Asset protection \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Probate avoidance \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Privacy \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Tax planning \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Flexibility of distribution \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n <div class=\"multi-choice-content form-field-content\"> \n  <div class=\"form-group\"> <label> Disadvantages of Trust <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Cost \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Complexity \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       3 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Loss of control \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       4 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Irrevocability \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       5 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Ongoing administration \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"discuss-and-decide-on-beneficiaries-of-your-estate\"> \n <h2>Discuss and decide on beneficiaries of your estate<\/h2>\n <div class=\"text-content\">\n   In this task, you will discuss and decide on the beneficiaries of your estate. Beneficiaries are the individuals or organizations that will receive your assets after your death. Consider the relationships you have with potential beneficiaries, their financial circumstances, and any specific bequests you want to make. Ensure that your decisions align with your overall estate planning goals and intentions. Use the relevant form fields below to document your discussions and decisions regarding beneficiaries. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> List of Beneficiaries <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"establish-healthcare-directives-and-power-of-attorney\"> \n <h2>Establish healthcare directives and power of attorney<\/h2>\n <div class=\"text-content\">\n   In this task, you will establish healthcare directives and a power of attorney. Healthcare directives outline your wishes for medical treatment and end-of-life care in case you become unable to make decisions for yourself. A power of attorney grants someone the authority to make financial and legal decisions on your behalf. Discuss your preferences and values with your attorney to ensure that your healthcare directives and power of attorney accurately reflect your wishes. Use the relevant form fields below to document the details of your healthcare directives and power of attorney. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Healthcare Directives <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Power of Attorney <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"record-your-digital-legacy\"> \n <h2>Record your digital legacy<\/h2>\n <div class=\"text-content\">\n   In this task, you will record your digital legacy. Your digital legacy includes your online accounts, social media profiles, and other digital assets. Consider what you want to happen to your digital presence after your death. Do you want your accounts deleted or memorialized? Who should have access to your online content? Use the relevant form fields below to document your digital legacy and any specific instructions or wishes you have. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> List of Online Accounts <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Digital Legacy Instructions <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"write-a-letter-of-intent\"> \n <h2>Write a letter of intent<\/h2>\n <div class=\"text-content\">\n   In this task, you will write a letter of intent. A letter of intent is a non-binding document that provides guidance and instructions to your loved ones and executor. It can include details about your funeral arrangements, personal messages, and other important information. Consider what you want to communicate to your loved ones and what instructions or wishes you want to convey. Use the relevant form fields below to write your letter of intent. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Letter of Intent <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"keep-secure-accessible-records-of-all-the-above-documents\"> \n <h2>Keep secure, accessible records of all the above documents<\/h2>\n <div class=\"text-content\">\n   In this task, you will keep secure and accessible records of all the estate planning documents and information you have gathered. This includes your Will, healthcare directives, trust documents, list of assets and liabilities, and any other relevant records. Consider using a secure digital storage solution or a safe deposit box to protect these important documents. Ensure that your executor and loved ones know where these records are located and how to access them. Use the relevant form fields below to document the details of your record keeping system. \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Record Keeping System <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"review-and-update-your-estate-plans-regularly\"> \n <h2>Review and update your estate plans regularly<\/h2>\n <div class=\"text-content\">\n   In this task, you will review and update your estate plans regularly. Estate planning is an ongoing process, and it is important to periodically review and update your plans to reflect any changes in your life or circumstances. Review your estate plans at least annually and consider if any changes need to be made. Have there been any major life events or changes in your financial or family situation? Use the relevant form fields below to document the details of your review and any updates made to your estate plans. \n <\/div> \n <div class=\"date-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Last Review Date <\/label> \n   <div class=\"date-container\"> <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button> \n   <\/div> \n  <\/div> \n <\/div> \n <div class=\"textarea-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Updates Made <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"inform-your-executor-trustee-and-loved-ones-of-your-estate-plans\"> \n <h2>Inform your executor, trustee and loved ones of your estate plans<\/h2>\n <div class=\"text-content\">\n   In this task, you will inform your executor, trustee, and loved ones of your estate plans. It is important to communicate your wishes and intentions to those who will be involved in the administration of your estate. Share the relevant documents and provide clear instructions on what needs to be done. Consider having a conversation with your loved ones to ensure that they understand your wishes and can ask any questions they may have. Use the relevant form fields below to document the details of your communication. \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Executor <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Trustee <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n <div class=\"members-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Loved Ones <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select> \n  <\/div> \n <\/div> \n<\/section> \n<section id=\"set-plan-to-reduce-or-eliminate-estate-taxes-if-applicable\"> \n <h2>Set plan to reduce or eliminate estate taxes if applicable<\/h2>\n <div class=\"text-content\">\n   Reducing or eliminating estate taxes can help preserve more of your assets for your beneficiaries. Consult with an estate planning attorney or tax professional to explore strategies and options available to minimize estate taxes. Consider different methods like gifting, charitable giving, or establishing a trust. Have you considered a plan to reduce or eliminate estate taxes? \n <\/div> \n <div class=\"select-field-content form-field-content\"> \n  <div class=\"form-group\"> <label> Considered a plan for estate taxes <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select> \n  <\/div> \n  <ul class=\"items\"> \n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       1 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      Yes \n    <\/div> <\/li>\n   <li class=\"item\"> \n    <div class=\"step-number-container\"> \n     <div class=\"step-number\">\n       2 \n     <\/div> \n    <\/div> \n    <div class=\"step-checkbox-container\"> \n     <div class=\"step-checkbox\"><\/div> \n    <\/div> \n    <div class=\"item-name-static\">\n      No \n    <\/div> <\/li> \n  <\/ul> \n <\/div> \n<\/section> \n<section id=\"approval-estate-plan\"> \n <h2>Approval: Estate Plan<\/h2>\n <div class=\"approval-content\"> \n  <div class=\"header\"> \n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div> \n  <\/div> \n  <div class=\"approval-rule-subject-tasks-list\"> \n   <ul class=\"list\"> \n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Discuss and decide on financial and healthcare decisions<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Identify and list all assets and liabilities<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Choose an executor for your estate<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Discuss guardianship of minor children if applicable<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Consult with an estate planning attorney<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Create or update your Will<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Consider setting up a Trust<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Discuss and decide on beneficiaries of your estate<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Establish healthcare directives and power of attorney<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Record your digital legacy<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Write a letter of intent<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Keep secure, accessible records of all the above documents<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Review and update your estate plans regularly<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Inform your executor, trustee and loved ones of your estate plans<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li>\n    <li> \n     <div class=\"approval-rule-subject-tasks-list-item\"> \n      <div class=\"item\"> \n       <div class=\"container\"> <span class=\"title\">Set plan to reduce or eliminate estate taxes if applicable<\/span> \n        <div class=\"body\">\n         Will be submitted\n        <\/div> \n       <\/div> \n      <\/div> \n     <\/div> <\/li> \n   <\/ul> \n  <\/div> \n <\/div> \n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Discuss and decide on financial and healthcare decisions In this task, you will discuss and make decisions regarding your financial and healthcare matters. This is a crucial step in the estate planning process as it ensures that your wishes are known and followed. Consider the impact these decisions will have on your loved ones and [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"\ud83d\udcdd","cover_icon_url":"","tasks_count":"17","template_description":"Explore our comprehensive Estate Planning Checklist Australia, a step-by-step tool for managing your assets & future healthcare decisions efficiently. 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