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