Just Married: Newlywed Estate Planning Checklist

Congrats on your recent nuptials! You’re already sharing a life; now it’s time to share some important info to get your matrimonial journey off to a great start. This checklist includes the following:

  • Share Important Contacts
  • Update Beneficiary Designations
  • Open & Consolidate Accounts & Services
  • Create Or Update Official Documents: Will, POA, & Advance Directive
  • Organize Important Documents & IDs So They’re Easy To Locate
  • Provide Access To Personal Digital Devices & Accounts
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