COMPLETE
Document It. Keep It. Protect It.
You did more than create an estate plan. You took the additional steps needed to help make sure your plan works the way it was intended.
You identified your assets, reviewed what needed attention, obtained the necessary information, submitted the appropriate documents, and verified the results.
Now document what was completed and keep the evidence with your estate planning records.
BEFORE YOU MARK IT COMPLETE
For each asset or account, confirm:
• The appropriate action has been completed.
• You have verified the result.
• You have saved evidence of the completed change.
• Any outstanding issues or follow-up items have been resolved.
• Your Trust Funding Tracker has been updated.
Only mark an item COMPLETE when you have reasonable evidence that the intended action was completed correctly.
KEEP YOUR RECORDS TOGETHER
Keep your trust funding records with your estate planning information so they can be found when needed.
Depending on the asset, your records may include:
• Updated account or ownership records
• Beneficiary confirmations
• Recorded deeds or other recorded documents
• Institution correspondence and confirmations
• Copies of submitted forms
• Tracking or reference numbers
• Other evidence showing what was completed
Keep copies of your verification. Do not store passwords, PINs, private keys, recovery phrases, or other sensitive access credentials with these records.
YOUR PLAN IS NOT “ONE AND DONE”
Life changes. Assets change. Institutions change.
Review your estate plan and trust funding periodically and whenever you experience a significant life or financial change, such as:
• Buying or selling real estate
• Opening or closing significant accounts
• Marriage, divorce, birth, or death
• Changes in beneficiaries or decision-makers
• Starting, buying, or selling a business
• A significant change in your financial situation
If a change raises a legal, tax, financial, insurance, or planning question, obtain appropriate professional guidance.
YOU'VE COMPLETED THE PROCESS
DISCOVER → REVIEW → REQUEST → SUBMIT → VERIFY → COMPLETE
Estate planning is about more than documents. It is about helping make sure what you worked for reaches the people you love in the way you intended.