Get Your Free Estate Planning Starter Checklist
A Simple, Step-by-Step Guide to Protecting Your Family and Assets
Planning Your Estate Shouldn't Feel Overwhelming
Yet most families don’t know where to start. This easy-to-follow checklist highlights the five essential steps every individual or couple should take before meeting with an estate planning attorney.
Better Prepared
Know exactly what to expect
More Confident
Make informed decisions
Family Protected
Safeguard those you love most
What's Inside the Checklist
- The key legal documents you should consider
- How to get organized before meeting with an attorney
- Ways to protect your children, assets, and healthcare wishes
- Common mistakes families make — and how to avoid them
- A clear, simple roadmap that removes guesswork
Why This Checklist Matters
Estate planning isn’t just for the wealthy. It’s about ensuring your loved ones are cared for, your wishes are honored, and your assets are handled smoothly in the event of the unexpected.
This short guide helps you take the very first step with clarity and confidence.
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Prepared by a Trusted Estate Planning Attorney
This checklist was created to help families understand the foundations of estate planning before meeting with a lawyer. While it does not replace legal advice, it ensures you’re well-prepared, well-organized, and able to make the most of your consultation.
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