Your Legacy Bingo - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.

1. I have remembered the need for charitable giving in my estate plans
2. I’ve established a plan for my pets in case of my passing
3. I have beneficiary designations on my retirement accounts
4. I’ve planned for potential long-term care costs in my estate
5. I have beneficiary designations on my life insurance policy
6. I’ve documented my wishes for organ donation
7. Someone knows where I keep my important documents
8. I know the difference between a trust and a will
9. I have included a charity in my estate planning
10. I have let my executor/personal representative know that I’ve chosen them
11. I’ve reviewed and minimized potential estate conflicts with family
12. I’ve reviewed any co-owned property to ensure it is titled correctly for estate purposes.
13. I’ve updated my estate plans within the past 5 years
14. I’ve done some research on estate planning
15. I have someone legally noted as power of attorney
16. I’ve talked to my family about my plans
17. I know what probate is
18. I have a legally valid will
19. I’ve researched ethical wills and how they could be part of my legacy
20. I have reflected on if my estate plans represent how I want to be remembered
21. I’ve researched the inheritance procedures of all of the states I live in
22. I’ve included funeral or memorial service preferences in my plans
23. I’ve named contingent beneficiaries in case my primary beneficiaries are unavailable
24. I’ve reviewed how federal and state estate taxes impact my plan.
25. My heirs are aware of their inheritance and why they were chosen for that inheritance
26. I’ve consulted an accountant about the tax implications of my estate plan
27. I have beneficiary designations for any stock or securities I own
28. I’ve chosen a personal representative/executor
29. I’ve reviewed my retirement accounts and how they fit into my estate plan
30. I’ve accounted for my debts that will be paid from my estate plans
31. I’ve talked to an estate planning attorney in some capacity
32. I’ve reviewed and updated my life insurance policies
33. I’ve designated a durable power of attorney for finances
34. I have considered the ethicality of my estate plans
35. I have accounted for my current financial needs
36. I have healthcare directives
37. I’ve designated specific personal property (e.g., heirlooms) to certain heirs
38. I have considered how my estate planning decisions may impact my loved ones
39. I’ve included instructions for digital assets (e.g., photos, social media) in my estate plan
40. I have beneficiary designations on my bank accounts
41. I have a current list of my passwords and online account information in a secure location
42. Among my important documents are lists of all of my assets, accounts, and important personal property
43. I have a backup plan if my primary personal representative cannot serve.
44. I have attended a Legacy Event hosted by the Catholic Foundation of Central Florida