Washington D.C. Estate Planning Checklist

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Updated January 13, 2022

A Washington D.C. estate planning checklist is a guide for residents of the District of Colombia who have not yet made end-of-life decisions related to their health and their assets. The checklist covers every facet of estate planning, from nominating someone to make healthcare-related decisions for a person who becomes incapacitated to drafting a will. To nominate someone to make medical decisions on behalf of someone else, refer to the Medical Power of Attorney section, and to select an individual to manage financial affairs, refer to the General and Durable Power of Attorney pages. To determine how to direct the distribution of assets after death, see the Last Will and Testament and Revocable Living Trust sections.

How to Create an Estate Plan in Washington D.C.

Step 1 – Select a Medical Agent

A medical power of attorney is an individual chosen to make healthcare decisions on behalf of someone who has become mentally disabled. The power of attorney should be designated in writing and does not become effective until the principal, or the person designating power of attorney, becomes incapacitated.

Advance Health Care Directive (Medical POA) – This form allows for the selection of a trusted person to make healthcare-related decisions on someone else’s behalf.

  • Signing Requirements (§ 7-622 and § 21–2205) – Must be signed by the principal and two (2) witnesses who affirm that the principal was of sound mind and not under duress at the time of signing. Witnesses should not include the principal’s healthcare provider or an employee of the principal’s healthcare provider. One of the witnesses should not be related to the principal.

Step 2 – Nominate a Financial Agent

A financial power of attorney is an individual chosen to manage financial affairs on behalf of another person. General power of attorney is different from durable power of attorney because it becomes invalid if the principal becomes incapacitated; durable remains valid no matter the principal’s mental capacity.

General (Financial) Power of Attorney – Grants an individual the power to make financial decisions on behalf of another person. It becomes invalid if that person, known as the principal, becomes mentally incapacitated.

  • Signing Requirements (§ 21–2101) – Must be signed by a notary public.

Durable Power of Attorney – Grants an individual the power to make financial decisions on behalf of another person, whether or not that person becomes mentally incapacitated.

  • Signing Requirements (§ 21–2101) – Must be signed by a notary public. The form should contain language such as “This power of attorney will continue to be effective if I become disabled, incapacitated, or incompetent,” showing the intent of the principal that the power granted may be exercised notwithstanding later disability, incapacity, or incompetency (§ 21–2102).

Financial Powers Allowed:

Step 3 – Make a List of Assets

Make a list of all personal property, including real estate, bank accounts, investments, and bonds, using our Current Assets List.

Step 4 – Select Beneficiaries 

The next step is deciding who should inherit which assets. Unfortunately, intra-family disputes over estate-related matters are common. Planning ahead and making sure there is a paper trail of the thought process goes a long way toward mitigating these kinds of disputes. At this stage, it’s also important to think about designating someone to administer the estate, or to ensure everything goes where it’s supposed to go.

Step 5 – Draft a Will or Trust

To dictate their wishes regarding the distribution of their estate, most people use the following two forms:

Last Will and Testament (‘Will’) – A will is a legal document that directs the administration of a person’s estate. The person who drafts the will, known in legal parlance as the testator, uses the will to specify which beneficiary should receive which assets. Upon the testator’s death, the will goes through the probate courts before an estate’s assets are distributed.

  • Signing Requirements (§ 18–103) – Must be signed by the testator and attested to by at least two credible witnesses. No notarization required.

Revocable Living Trust – A revocable living trust is a mechanism for holding assets. The principal, known as the grantor, can designate a trustee to manage the assets according to express written instructions. A revocable trust can be amended or revoked by the grantor.

  • Signing Requirements (§ 29–1202.01) – A certificate of trust should be delivered to the mayor for filing.

Step 6 – Safely Store Documents

Make multiple copies of all estate-related documents and store them in a safe and secured location. It is important that the people designated to manage affairs and make decisions receive copies of all documents also.

Washington D.C. Estate Planning Laws