As the holidays approach, it’s easy to get caught up in family gatherings, gift lists, and travel plans. But it’s also the perfect time to reflect on what matters most — protecting your loved ones and ensuring your affairs are in order for the new year ahead. At Widlast Legal, we know that taking small, proactive steps now can save time, money, and stress later.

Here’s a simple Holiday Estate Planning Checklist to help you close out the year with ease:

1. Review Your Estate Plan

Life changes — and your estate plan should reflect that. Review your will, trust, powers of attorney, and healthcare directives. Ask yourself:

• Have there been any major life changes (births, deaths, marriages, divorces)?
• Have your assets, accounts, or property holdings changed?
• Are your chosen trustees, executors, and agents still the right people?

Even small updates can make a big difference in how your wishes are carried out.

2. Confirm Beneficiary Designations

Retirement accounts, insurance policies, and investment accounts often pass outside of your will or trust. Make sure your beneficiaries are current and aligned with your overall plan — especially if you’ve welcomed new family members or experienced other changes this year.

3. Update Your Schedule of Assets

Your Schedule of Assets helps ensure your loved ones know what you own and where to find it. Take time to list any new accounts, real estate, or digital assets added this year. If you use the Widlast Legal MyCase Client Portal, you can upload an updated copy to your secure document vault for safekeeping.

4. Review Your HIPAA and Health Care Directives

The holidays are a reminder of family and health. Confirm that your HIPAA authorization and Advance Health Care Directive reflect your current wishes and that your designated decision-makers are aware of their role.

5. Organize and Store Your Documents Securely

Gather your estate planning documents, insurance policies, and key financial records in one place. Digital storage through the MyCase Client Portal keeps them safe, organized, and accessible to your trusted contacts when needed, as long as you are a current active client with us or on our Continuity Program.

6. Schedule Your Annual Review

The end of the year is the perfect time to schedule an annual estate plan review with your attorney. A quick check-in ensures everything remains current with tax laws, family needs, and your long-term goals.

A Thoughtful Gift for the Holidays

Estate planning may not fit under the tree, but it’s one of the most meaningful gifts you can give your loved ones — clarity, comfort, and protection for the future.

If it’s been more than a year since you last reviewed your plan, or if you haven’t yet created one, our team at Widlast Legal is here to help you start the new year prepared and confident.

Contact us today to schedule your year-end estate planning review and check this important task off your holiday list.