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