Sovereign Wealth Management
Planning Center — Checklist

Estate Planning Checklist

20 critical items every federal employee should review — from essential documents and beneficiary designations to asset titling and family legacy planning.

20 checklist itemsWeighted scoringPrioritized action steps
1
2
3

Let's get started

We'll use this to personalize your results and send you a copy of your checklist.

Your information is kept confidential and never sold. By continuing, you agree to receive occasional financial insights from Sovereign Wealth Management.

This checklist is for educational and planning purposes only. It does not constitute financial, tax, or legal advice. Estate planning laws and rules vary by state and are subject to change. Sovereign Wealth Management is a registered investment advisor in DC, MD, VA, and NY.

Sovereign Wealth

Sovereign Insights

Sign up to receive weekly market insights and financial guidance designed to help you build long-term, wisdom-driven wealth.

Contact

(443) 774-4050

[email protected]

10440 Little Patuxent Parkway, Suite 300
Columbia, Maryland 21044

Byron Moore is a Registered Representative of Realta Equities, Inc. and an Investment Advisory Representative of Realta Investment Advisors, Inc. Neither Realta Equities, Inc. nor Realta Investment Advisors, Inc. is affiliated with Sovereign Wealth Management. Investment Advisory Services are offered through Realta Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Realta Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Form CRS | Check the background of this firm on FINRA's BrokerCheck

© 2026 Sovereign Wealth Management. All Rights Reserved.

Website Designed by Indigo Marketing Agency.

BrokerCheck by FINRA