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