Estate Planning & Survivor Checklists

Estate Planning & Survivor Checklists

AFBA has put together two helpful checklists. The Estate Planning Checklist is a guideline for organizing your estate affairs and communicating your final wishes to your family and friends. The Survivor Checklist is for survivors navigating the procedures following the death of a loved one. We hope you will find these documents useful.

Estate Planning Checklist
Survivor Checklist