I’ve includedfuneral ormemorialservicepreferences inmy plansI have consideredhow my estateplanningdecisions mayimpact my lovedonesI’ve reviewedand updatedmy lifeinsurancepoliciesI’ve researchedethical wills andhow they couldbe part of mylegacyI haveconsideredthe ethicalityof my estateplansI’ve updatedmy estateplans withinthe past 5yearsI’vedesignated adurable powerof attorney forfinancesI knowwhatprobate isI’ve plannedfor potentiallong-termcare costs inmy estateI’ve consultedan accountantabout the taximplications ofmy estate planI haverememberedthe need forcharitablegiving in myestate plansI’vedocumentedmy wishesfor organdonationI’ve accountedfor my debtsthat will bepaid from myestate plansI have reflectedon if my estateplans representhow I want tobe rememberedI’ve chosen a personalrepresentative/executorAmong myimportantdocuments arelists of all of myassets, accounts,and importantpersonal propertyI’ve designatedspecificpersonalproperty (e.g.,heirlooms) tocertain heirsI have let myexecutor/personalrepresentativeknow that I’vechosen themSomeoneknows whereI keep myimportantdocumentsI haveaccounted formy currentfinancialneedsI’ve reviewedmy retirementaccounts andhow they fit intomy estate planI’ve includedinstructions fordigital assets(e.g., photos,social media) inmy estate planI’veestablished aplan for mypets in caseof my passingI’ve talkedto my familyabout myplansI havesomeonelegally notedas power ofattorneyI have a currentlist of mypasswords andonline accountinformation in asecure locationI have alegallyvalid willI’ve reviewedhow federaland stateestate taxesimpact my plan.I’ve reviewedany co-ownedproperty toensure it is titledcorrectly forestate purposes.I’ve donesomeresearch onestateplanningI have attendeda Legacy Eventhosted by theCatholicFoundation ofCentral FloridaI’ve namedcontingentbeneficiaries incase my primarybeneficiaries areunavailableI havebeneficiarydesignations onmy lifeinsurancepolicyI have a backupplan if myprimarypersonalrepresentativecannot serve.I’ve reviewedand minimizedpotentialestate conflictswith familyI havehealthcaredirectivesI know thedifferencebetween atrust and awillI haveincluded acharity in myestateplanningI’ve researchedthe inheritanceprocedures ofall of the statesI live inMy heirs areaware of theirinheritance andwhy they werechosen for thatinheritanceI havebeneficiarydesignations forany stock orsecurities I ownI havebeneficiarydesignations onmy retirementaccountsI havebeneficiarydesignationson my bankaccountsI’ve talked toan estateplanningattorney insome capacityI’ve includedfuneral ormemorialservicepreferences inmy plansI have consideredhow my estateplanningdecisions mayimpact my lovedonesI’ve reviewedand updatedmy lifeinsurancepoliciesI’ve researchedethical wills andhow they couldbe part of mylegacyI haveconsideredthe ethicalityof my estateplansI’ve updatedmy estateplans withinthe past 5yearsI’vedesignated adurable powerof attorney forfinancesI knowwhatprobate isI’ve plannedfor potentiallong-termcare costs inmy estateI’ve consultedan accountantabout the taximplications ofmy estate planI haverememberedthe need forcharitablegiving in myestate plansI’vedocumentedmy wishesfor organdonationI’ve accountedfor my debtsthat will bepaid from myestate plansI have reflectedon if my estateplans representhow I want tobe rememberedI’ve chosen a personalrepresentative/executorAmong myimportantdocuments arelists of all of myassets, accounts,and importantpersonal propertyI’ve designatedspecificpersonalproperty (e.g.,heirlooms) tocertain heirsI have let myexecutor/personalrepresentativeknow that I’vechosen themSomeoneknows whereI keep myimportantdocumentsI haveaccounted formy currentfinancialneedsI’ve reviewedmy retirementaccounts andhow they fit intomy estate planI’ve includedinstructions fordigital assets(e.g., photos,social media) inmy estate planI’veestablished aplan for mypets in caseof my passingI’ve talkedto my familyabout myplansI havesomeonelegally notedas power ofattorneyI have a currentlist of mypasswords andonline accountinformation in asecure locationI have alegallyvalid willI’ve reviewedhow federaland stateestate taxesimpact my plan.I’ve reviewedany co-ownedproperty toensure it is titledcorrectly forestate purposes.I’ve donesomeresearch onestateplanningI have attendeda Legacy Eventhosted by theCatholicFoundation ofCentral FloridaI’ve namedcontingentbeneficiaries incase my primarybeneficiaries areunavailableI havebeneficiarydesignations onmy lifeinsurancepolicyI have a backupplan if myprimarypersonalrepresentativecannot serve.I’ve reviewedand minimizedpotentialestate conflictswith familyI havehealthcaredirectivesI know thedifferencebetween atrust and awillI haveincluded acharity in myestateplanningI’ve researchedthe inheritanceprocedures ofall of the statesI live inMy heirs areaware of theirinheritance andwhy they werechosen for thatinheritanceI havebeneficiarydesignations forany stock orsecurities I ownI havebeneficiarydesignations onmy retirementaccountsI havebeneficiarydesignationson my bankaccountsI’ve talked toan estateplanningattorney insome capacity

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.


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