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