When I am asked to review someone’s estate plan, I start with their package (which can be a binder or stuffed envelope full of paper). Hopefully, I find all the appropriate estate planning documents; Trust, Assignment of Assets, Certification of Trust, Community Property Agreement (if married), Pourover Wills, General Durable Power of Attorney (finances), and Advance Health Care Directive. However, there are other important documents that should be in the binder, such as; real property transfers to the trust, trust asset list and copies of beneficiary designations. This is also a great place to put a list of family members and contact information, as well as, specific gifts of small personal items not listed in your trust.

There are more, but this is a good start and would be very helpful when reviewing your plan or for use by your successor Trustee.