Legacy Readiness Checklist

Tick off LPA, will, CPF nomination and the rest. See what is done, what is missing, and print one page.

Where Things Stand Today

Prepared for (optional)Shown on the printout only. It is not saved or sent.

Date

Lasting Power of Attorney made and registeredNames who can decide for you if you lose mental capacity.

Donees know they are appointed and what the role involvesThe people named in your LPA should not find out at the hospital.

Will made, signed and witnessedCovers assets that pass through your estate. It does not cover CPF savings.

CPF nomination made and still up to dateCPF savings are paid out by nomination, not by your will. Review it after any big life change.

Insurance nominations checkedCheck who is named on each life policy and whether that is still what you want.

Advance Care Planning conversation held and recordedYour wishes for care if you cannot speak for yourself, shared with family and your care team.

One list of accounts, policies, property and key documentsBank and investment accounts, policies, property papers, loans, and digital accounts.

A trusted person knows where the list and the originals are keptA perfect file that nobody can find does not help your family.

Family told about your wishes, in person or in a letterWhat you want, and why. It saves arguments later.

Prepared for:

As at: –

Items done–

Every item that applies to you is marked done. Review the list after any big life change: marriage, divorce, a birth, a death, a property purchase.

Your Checklist

Item	Status
Lasting Power of Attorney made and registered	–
Donees know they are appointed and what the role involves	–
Will made, signed and witnessed	–
CPF nomination made and still up to date	–
Insurance nominations checked	–
Advance Care Planning conversation held and recorded	–
One list of accounts, policies, property and key documents	–
A trusted person knows where the list and the originals are kept	–
Family told about your wishes, in person or in a letter	–

What The Checklist Covers

Three documents do most of the work. A Lasting Power of Attorney says who decides for you if you lose mental capacity while you are alive. A will says who receives the assets in your estate after you die. A CPF nomination says who receives your CPF savings, which a will does not cover.

The remaining items are about making those documents usable: nominations on insurance policies, an Advance Care Planning conversation about the care you would want, one list of what you own and owe, and at least one trusted person who knows where everything is.

Mark each item honestly, print the page and keep it with your papers. The printout shows the status of every item.

Assumptions And Limits

This is a general checklist written by our editors. It does not check whether any document you have made is valid, complete or right for your family.
Not every item applies to everyone. Mark an item "Does not apply" and it is left out of the count.
CPF savings are not covered by a will; they are paid out according to your CPF nomination, or under intestacy or inheritance law if there is none. Insurance nominations and jointly held property also follow their own rules.
The checklist does not give legal advice. For a will, a trust or anything involving property overseas, speak to a lawyer.
Nothing you select or type is saved. Print the page, or save it as a PDF, if you want a record.

This calculator was built with AI tools from published rules and may contain errors. Results are estimates for education only, not financial advice and not a guarantee. Rates and rules change; confirm with the official source before you act. Your figures stay in your browser: nothing you type is sent to us.

Legacy Readiness Checklist

Where Things Stand Today

Your Checklist

Read Next For What Is Missing

What The Checklist Covers

Assumptions And Limits

Sources