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