| Document | Client A | Client B | Last reviewed | Status | Action |
|---|---|---|---|---|---|
| Revocable living trust | Existing (2019) | Existing (2019) | Mar 2019 | Update needed | Restate Q3 2026 |
| Pour-over will | Yes | Yes | Mar 2019 | Update needed | Restate Q3 2026 |
| Durable POA (financial) | Yes | Yes | Mar 2019 | Current | Re-execute w/ trust |
| Healthcare directive | Yes | Yes | Mar 2019 | Current | — |
| HIPAA authorization | Yes | Yes | Mar 2019 | Current | — |
| Living will | Yes | Yes | Mar 2019 | Current | — |
| Guardianship designation | Yes | Yes | Mar 2019 | Update needed | Reassess Q3 2026 |
| Beneficiary designations | All accounts | All accounts | May 2026 | Current | Verify post-trust |
| Digital asset memo / 1Password | Maintained | Maintained | Ongoing | Current | Annual review |
| Letter of intent | — | — | — | Missing | Draft Q4 2026 |