1. Core Legal Documents 

● Last Will and Testament – Names guardians, distributes assets. 

● Revocable Living Trust (if applicable) – Avoids probate, manages complex or out-of-state assets. 

● Durable Power of Attorney – Appoints someone to handle finances if you're incapacitated. 

● Health Care Surrogate / Medical Power of Attorney – Appoints someone to make medical decisions. 

● Living Will – States your end-of-life care preferences. 

● HIPAA Authorization – Allows loved ones access to medical information. 

2. Beneficiary Designations 

● Retirement accounts (401(k), IRA) – Check/update beneficiary designations. 

● Life insurance policies 

● Transfer on Death (TOD) or Payable on Death (POD) accounts 

● Annuities or pensions 

 10101 W. SAMPLE ROAD, SUITE 416, CORAL SPRINGS, FL 33065 

 TEL: 954.296.0493 

 EMAIL: DENISLETTAUPA@PROTON.ME 

 WEBSITE: DENISELETTAUPA.COM 

3. Asset & Property Inventory 

● Real estate (homes, land, investment property) 

● Bank accounts 

● Investment accounts 

● Business ownership/interests 

● Vehicles, boats, other titled property 

● Digital assets (cryptocurrency, online accounts, domain names) 

4. Trust Funding (if applicable) 

● Re-title real estate in the name of your trust 

● Assign business interests or LLC membership shares to trust 

● Update beneficiaries or titles for life insurance, bank accounts, etc. 

5. Family & Legacy Planning 

● Letter of Intent (care wishes, personal values) 

● Guardian nomination for minor children 

● Instructions for special needs family members 

● Digital legacy instructions (passwords, digital accounts) ● Ethical will (optional) 

6. Important Contacts 

10101 W. SAMPLE ROAD, SUITE 416, CORAL SPRINGS, FL 33065 

 TEL: 954.296.0493 

 EMAIL: DENISLETTAUPA@PROTON.ME 

 WEBSITE: DENISELETTAUPA.COM 

● Estate planning attorney 

● Financial advisor 

● CPA or tax professional 

● Insurance agent 

● Executor and/or trustee 

7. Storage & Communication 

● Store originals in a secure location (fireproof safe or attorney’s office) 

● Share copies with named agents (POA, healthcare surrogate) 

● Keep a digital backup of key documents 

● Communicate your plan with family and key decision-makers 

8. Ongoing Maintenance 

● Review your plan every 3–5 years 

● Update documents after major life events: 

○ Marriage/divorce 

○ Birth/adoption 

○ Death of a beneficiary 

○ Major financial changes 

○ Moving to another state 

‍