The Estate Planning Mistakes Checklist

10 Costly Mistakes Most Families Make. Use this self-audit to protect your legacy.

Self-Audit Checklist

Check the box if the statement applies to you.

A will alone does not avoid probate. In most cases, it guarantees it. Probate can be time-consuming, public, and expensive.

Beneficiary designations control where assets go. If not aligned, your documents may be overridden entirely.

Your spouse does not automatically have legal authority to act. Without powers of attorney, court proceedings may be needed.

Many are rejected by banks or fail to address digital assets. Old documents may not be relied upon when needed.

Generic language leaves doctors guessing. Clear guidance on end-of-life care prevents conflict.

If no guardians are named, a court decides. Lack of backups creates problems if the primary choice is unavailable.

Unwritten expectations lead to disputes. Clear instructions reduce stress during emotionally difficult times.

Blended families require careful planning. Without it, outcomes may be unexpected and unwanted.

Long-term care is a huge financial risk. Without planning, assets can be depleted rapidly.

Life and laws change. Plans that are never reviewed often fail quietly when needed most.

Review the list carefully. Even one unchecked issue can cause significant stress for your family.

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Tramm Law Firm, PLLC

5959 Centerville Road, North Oaks, MN, 55127

Phone: 651-967-4151 | Email: [email protected]