1. Dispositive Document
1.1. Plan Type
1.1.1. Will
1.1.2. Living Trust
1.2. Gift Type
1.2.1. Outright
1.2.2. In Trust
1.3. Gift Order
1.4. Specific Bequests
1.5. Helpers
1.5.1. Executors
1.5.2. Trustees
1.5.3. Guardian
1.5.3.1. If Nominated Guardian is Married
1.5.3.1.1. If they include guardian's spouse as co-guardian, they will have a preferred right to serve even if they later get divorced
1.5.3.1.2. If they do not include guardian's spouse, the guardian's spouse will not have a preferred right to serve even if they had been helping take care of them for several years
2. Financial Power of Attorney
3. Healthcare Power of Attorney/Living Will
4. Funeral Planning Declaration
5. Funding
5.1. Beneficiary Designations
5.2. Retitling Assets
6. Taxes
6.1. Inheritance Taxes
6.1.1. Default provision is that each beneficiary pays their own share of inheritance taxes to avoid a circular "gift over" of the inheritance tax
6.1.2. If there are multiple non-exempt beneficiaries in different classes, then you need to ask the client what they want, because they might want to treat them all equally even though they are in different classes