Personal estate planning checklist4/10/2024 The worst thing that can happen is you'll become super organized. Name of doctor who prescribed medicationĬreating an Everplan walks you through each of these items, and tons more, until you have a solid plan in place, which you can easily share with the important people in your life.Name of pharmacy where medications are renewed.Safe deposit box keys or location of safe deposit box keys A Wisconsin estate planning checklist is a list of documents and steps one can use to organize their affairs for the end of their life. Check that the executor or personal representative youve named is still the qualified individual you want to manage your estate, resolve claims, minimize taxes.Name of attorney or law firm that helped create the POA, if applicable. ![]()
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