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