Homeowner checklist

Your home in an estate plan: title, wills and decision-making

Use these steps to plan, check and keep a record of your next actions.

• Gather current title, mortgage and relevant estate documents.
• Ask a local estate professional what the present title does at death.
• Confirm which document authorizes property decisions during incapacity.
• Review legal, mortgage, insurance and tax effects before changing ownership.
• Keep signed documents securely and tell the appropriate trusted person how to locate them.

Notes & questions to follow up