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