Estate Planning Checklist
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Create a comprehensive estate planning checklist for client [Client Name] with estate valued at approximately [$amount].

Family situation:
- Marital status: [single/married/divorced/widowed]
- Children: [number and ages]
- Special needs dependents: [Yes/No]
- Business ownership: [Yes/No]

Estate planning checklist:

FOUNDATION DOCUMENTS
- Will — drafted and signed
- Durable power of attorney
- Healthcare proxy/Medical power of attorney
- Living will/Advance directive
- HIPAA authorization

TRUST PLANNING
- Revocable living trust consideration
- Irrevocable trust if estate tax concern
- Special needs trust if applicable
- Trust funding status

BENEFICIARY DESIGNATIONS
- Life insurance beneficiaries current
- Retirement account beneficiaries current
- Bank account TOD designations
- Investment account TOD designations

TAX PLANNING
- Federal estate tax exposure
- State estate tax exposure
- Gift tax annual exclusion strategy
- Charitable giving strategy

BUSINESS SUCCESSION (if applicable)
- Buy sell agreement
- Business valuation
- Succession plan documented

DOCUMENT STORAGE
- Documents location known to family
- Digital asset inventory
- Attorney contact information

Format as actionable checklist with completion status

Source: https://promptzyo.com/prompt/estate-planning-checklist