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