10/22/2025
✅ Estate Planning Starter Checklist
Estate planning isn’t just about wealth—it’s about love, clarity, and leaving a legacy that lasts. 💛
Here are 7 simple steps to get started:
1️⃣ Take Inventory of What You Own
List your assets: home, car, bank accounts, retirement savings, insurance policies, and personal valuables.
2️⃣ Decide Who Matters Most
Choose guardians for children and identify loved ones or organizations you want to bless with your legacy.
3️⃣ Write or Update Your Will
Make sure it’s current and reflects your wishes. (Nearly 2/3 of Americans don’t have an up-to-date will!)
4️⃣ Plan for Health & Finances
Set up advance healthcare directives and powers of attorney so your voice is always heard.
5️⃣ Communicate Clearly
Talk with family and loved ones so they know your wishes. Share where important documents are kept.
6️⃣ Consider Your Legacy
Planned giving—like leaving a gift in your will—ensures your values live on. 🌿
7️⃣ Review Regularly
Revisit your plan every few years, or after major life changes like marriage, children, buying a home, or retirement.
👉 Begin your journey today: anchorpoint.us/planned-giving
📩 Need guidance or counseling? Email genie@anchorpoint.us — we’re here to help you start with confidence.
