Complete Legacy Planning Checklist
If something happened tomorrow, would your plan protect the people you love?
Many people believe they have time to deal with legacy planning later, so they put it off.
Sometimes until it’s too late.
Without a clear, up-to-date estate plan, decisions about your life, your assets, and your legacy may be made by default, not by you.
For families with over $500,000 in investable assets, even small oversights can have amplified consequences.
Your assets may not go where you intended. Outdated beneficiaries, improperly titled accounts, or missing documents can cause assets to pass to the wrong people, or in the wrong way.
Your family may face unnecessary stress and conflict. When wishes aren’t clearly documented, loved ones are left guessing, often during an already emotional and difficult time.
Court involvement and delays become more likely. Without proper planning, your estate may be subject to probate, increasing costs, timelines, and public exposure.
Unnecessary taxes can erode what you leave behind. Poor coordination between estate, tax, and investment strategies can reduce the amount your heirs ultimately receive.
You may lose control during incapacity, not just at death. Without powers of attorney and healthcare directives, decisions about your finances and medical care could be made by the court, not by people you trust.
Life changes quietly invalidate old plans. Marriage, divorce, children, grandchildren, relocation, or changes in net worth can render existing plans ineffective without regular review.
Get the Checklist!
That’s why reviewing and coordinating your plan now can help prevent confusion, protect your family, and ensure your wishes are honored exactly as you intend. We created this comprehensive legacy planning checklist to help you quickly identify what’s solid, what’s outdated, and what may be quietly putting your family at risk—before life forces the issue.
This checklist will help you:
Organize your assets and accounts so nothing is overlooked
Identify essential legal documents that protect you during life—not just after
Review trusts and ownership structures to ensure assets go where you intend
Plan for family, business, and personal succession with clarity
Why Trust Retirement Matters
Legacy planning is deeply personal and deserves more than generic advice or a one-size-fits-all approach.
Retirement Matters is a holistic independent advisory firm with deep experience in helping successful savers transition into retirement with confidence. We provide professional guidance to clients who have accumulated $500,000 or more in investable assets to help protect and coordinate what they’ve built.
We don’t sell legal documents, and we don’t rush you into solutions. Instead, we use our expertise to help you understand how your legacy plan works today, how it connects to the rest of your financial picture, and where small updates now can help prevent big problems later.
A complimentary Legacy Plan Review with us can give you:
✔ A clear understanding of what’s working and what isn’t
✔ Insight into gaps or outdated decisions you may not realize exist
✔ Practical, prioritized next steps based on your life today and your goals tomorrow
If it’s been years since your plan was reviewed, or if life has changed, waiting only increases the risk that your plan won’t work when it matters most.
Don’t wait to make choices until you have no choice.
10 East Sharon Road
Glendale, OH 45246
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