- Health care power of attorney
- Living will
- Durable general power of attorney
- Last will and testament
- Written list of personal property intended for certain persons – separate from will
- Designation of person to arrange funeral
- Trusts – in certain situations
- Special needs trusts – for disabled persons
- Long term care planning/medicaid planning
- Long term care insurance
- Beneficiary designations on retirement funds, annuities and insurance policies – preempt beneficiaries named in will – name primary and secondary beneficiaries
- Record of all investments and assets, names of owners, and beneficiary designations
- Title on all assets consistent with estate plan
- Guardian for minor children
- Location of key for safe deposit box (if have one)
- Keep written record (on paper) of passwords, user names and answers to identification questions
- Consult an elder law attorney
