Estate Planning Checklist

Family Dynamic:

Are you single or married? SingleMarried

Have you ever been divorced?YesNo

Do you have children?YesNo

Are any of your children under 18?YesNoN/A

Do you have children from a previous relationship?YesNo

Do you plan to have or adopt children in the future?YesNo

Do you have any pets that rely on you?YesNo

guardianship:

Have you chosen someone to care for your children if something happens to you?YesNo

Have you discussed this responsibility with them?YesNo

Have you made any plans for who would care for your pets?YesNoN/A

Decision-making:

Have you named someone to make financial decisions for you if you're unable to?YesNo

Have you named someone to make medical decisions for you if needed?YesNo

Do the people you've chosen understand your preferences?YesNoUnsure

Your plan & documents:

Do you currently have a will?YesNo

Do you currently have a trust?YesNo

If yes, have you reviewed or updated either in the last few years?YesNo

Do you know where your documents are stored?YesNo

Would someone you trust be able to access them if needed?YesNo

assets & beneficiaries:

Do you have accounts or assets that name a beneficiary?YesNo

Which types of accounts do you have? (Check all that apply)Checking/Savings AccountsBrokerage/Investment AccountsLife Insurance/AnnuitiesRetirement Accounts (IRA, 401k, etc.)Real EstateBusiness ownership or interestOtherPrefer not to say

Are your beneficiaries up to date?YesNo

Do you have a general understanding of what you own and where it's held?YesNo

your team:

Have you chosen someone to handle your estate (executor or trustee)?YesNo

Have you spoken with them about this role?YesNo

Do you currently work with any professionals (attorney, advisor, insurance agent)?YesNo

special considerations:

Do you have any dependents with special needs?YesNo

Are there family dynamics that may require extra clarity in your plan?YesNo

Are there specific wishes or instructions you would want clearly documented?YesNo

final reflection:

Do you feel confident that your current plan reflects your intentions?YesNo

Would your family have clear direction if something unexpected happened?YesNo

Are there areas you’ve been putting off or unsure how to handle?YesNo

* First Name* last Name* Email Address phone number (optional)I agree to be contacted by professionals who can assist with my estate planning needs.* State

Your results are on their way.

Thank you for taking the time to reflect on your legacy. We've received your responses and will send a copy to the email you provided. You can review it for your own records, share it with loved ones, use it as a starting point for further learning and planning, or reference it in conversations with a trusted professional.

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