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Protect Your Family’s Future with Our Free Estate Planning Checklist

Client Centered

Estate planning can feel overwhelming, but having the right guidance makes all the difference. Whether you’re building your plan for the first time or updating an older one, our Estate Planning Checklist gives you a clear, step‑by‑step path to organize your wishes and protect the people you care about most. It breaks everything into simple, manageable sections so you can avoid stress, reduce confusion, and ensure nothing important is missed.

Complete the brief form below to download the checklist today and start creating a plan that reflects your values and priorities.

What You'll Find Inside

This checklist walks you through every major area of estate planning so you can feel confident you’re covering the essentials. Inside, you’ll find:

  • Essential Legal Documents: Clear explanations of wills, powers of attorney, and living wills — plus what each one does and why you may need them.
  • Understanding Trusts: An overview of living trusts and irrevocable trusts, including when they can help you avoid probate and maintain privacy.
  • Complete Asset & Liability Inventory: A simple way to list your accounts, property, valuables, insurance, and debts so everything stays organized and accessible.
  • Beneficiary Review Guidance: Steps to ensure your beneficiary designations are accurate and up‑to‑date.
  • Insurance & Retirement Account Considerations: What to review regularly and how certain accounts transfer differently than other assets.
  • Charitable Giving & Business Planning: Options for including philanthropy or business succession in your estate plan.

This checklist was designed for people who are planning for the future. If you're unsure where to start, what you need, or whether your existing plan is complete, this checklist gives you a simple and approachable starting point.

It’s especially helpful if you want to:

  • Reduce stress for your loved ones
  • Ensure your assets go where you intend
  • Avoid probate delays and unnecessary costs
  • Organize important financial and legal information
  • Understand your options without complicated legal language

Take the first step in protecting what matters most. Enter your information below to get instant access to your Estate Planning checklist.

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