Estate Planning Checklist
A Place to Begin
You may already have some parts of an estate plan in place.
Maybe this is something you’ve been meaning to address.
This checklist is a simple way to review where things stand.
It walks through the core areas of an estate plan so you can see what’s covered and what may need attention.
There’s no need to provide sensitive personal or financial information. The focus is on understanding.
You can save your responses, come back to them later, or share them if you decide to speak with a professional.
No sensitive personal or financial information required
Work through it at your own pace
Save and share your results for future use
