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