Get Your Free Estate Planning Checklist
Know what to gather, what decisions matter most, and how to prepare before you meet with an estate planning attorney.
Estate Planning 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 what to gather first
More Confident
Make better planning decisions
Family Protected
Protect the people you love
What’s Inside the Checklist
- The key estate planning documents to 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 starting point that removes guesswork
Why This Checklist Helps
Estate planning is not just for the wealthy. It is about making sure the people you love are protected, your wishes are clear, and your family is not left scrambling if something unexpected happens.
This short guide helps you take the first step with more clarity and confidence.
Get the Checklist
Enter your email below and I’ll send the checklist straight to your inbox.
By entering your email, you agree to receive the checklist and occasional helpful estate planning emails from Jon Miller Law. You can unsubscribe at any time. Downloading this resource does not create an attorney-client relationship.
Created by Jon Miller Law
This checklist was created to help families understand the basics of estate planning before meeting with a lawyer. It is educational in nature, does not create an attorney-client relationship, and is designed to help you feel more prepared and organized before your next step.
© 2026 J G Miller Law PLLC. All rights reserved.