Estate Planning Checklist

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Ready to begin or update your estate plan? Get this list to help you:

I. Compare a Will VS. Trust

II. Ensure that Life Documents & Important Persons are established in your estate plan

III. Check Beneficiaries & Registrations

This checklist defines the above topics and gives you actionable steps to take to begin or update your estate plan.

 Estate planning is essential for preserving your wealth, seeking to ensure your wishes are followed. But where do you begin? The good news is that there are three crucial steps you can take today to start your estate planning journey. Whether you have a large or small estate, these steps will provide clarity and direction in safeguarding your legacy.

*This checklist is designed to help you gather essential information in preparation for a meeting with an estate attorney. It is for informational purposes only and does 

not serve as a legal document. 

This information is not intended to be a substitute for individualized legal advice. Please consult your legal advisor regarding your specific situation.