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