An estate planning checklist lists the documents that make sure your assets and wishes are taken care of, so nothing is left out.
PortfolioPilot shows up to eight items based on your dependents and estimated net worth. Mark each one as done, open a template and tools, and set reminder preferences. Informational only, not legal advice. Included in the Free plan.
Illustrative household profiles. Switch to see which items appear.
Illustrative estate planning checklist for three household profiles, showing which of the eight items appear for each.
The portfolio is hypothetical, and all figures are for demonstrative purposes only. Nothing shown is a recommendation to buy or sell any security.
Three steps from your accounts to the answer.
Under Plan, choose Estate planning.
Estimated net worth and number of dependents decide which items show.
Use the template and tools for each item, then tick it off.
Four items for everyone, four more depending on your situation.
A last will and up-to-date beneficiary designations on your accounts.
A living will for medical wishes and a plan for online accounts and files.
A guardian for minor children and life insurance.
A living trust and an estate tax plan.
Mark items as done and keep your plan current. The checklist is included in the Free plan.
Get startedShort answers here, with a link to the full help center article where one exists.
It is a checklist of documents, with templates, tools and articles for each. Read more in the Help Center →
Yes. Mark items as done and see your progress. Read more in the Help Center →
Yes, as the living will (advance health care directive) item. Read more in the Help Center →
Yes, the estate planning checklist tutorial. Read more in the Help Center →
No. It is informational. Talk to an attorney or tax advisor before acting.
Global Predictions provides investment advice only through its internet-based application, PortfolioPilot, and only to individuals who are advisory clients of Global Predictions pursuant to written advisory Client Agreements ("Advisory Services"). The publicly available portions of the Platform (i.e., the sections of the Platform that are available to individuals who are not party to a Client Agreement - including globalpredictions.com and portions of portfoliopilot.com) are provided for educational purposes only and are not intended to provide legal, tax, or financial planning advice. To the extent that any of the content published on publicly available portions of the Platform may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person. Nothing on the publicly available portions of the Platform should be construed as a solicitation or offer, or recommendation, to buy or sell any security. All charts, figures, and graphs on the publicly available websites are for illustrative purposes only. Before investing, you should consider whether any investment, investment strategy, security, other asset, or related transaction is appropriate for you based on your personal investment objectives, financial circumstances, and risk tolerance. You are also encouraged to consult your legal, tax, or investment professional regarding your specific situation. Registration does not imply a certain level of skill or training. Investing involves risk. The value of your investment will fluctuate, and you may gain or lose money.
The contents of the Platform may contain forward-looking statements that are based on management's beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, or Global Predictions itself. Forward-looking statements are not guarantees of the underlying expected actions or future performance and future results may differ significantly from those anticipated by the forward-looking statements. Therefore, actual results and outcomes may materially differ from what may be expressed or forecasted in such forward-looking statements.
Note: our use of the term AI refers to all artificial intelligence models used including large language models, proprietary economic models that incorporate regression or dynamic factors, and machine learning methods like supervised learning.
