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