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Starter Estate Planning Checklist
This estate planning checklist is designed to help you move forward with clarity and confidence.
Progress matters
You don’t need to complete everything at once — this guide walks you through key decisions step by step.
Inside this planning checklist
- Key goals to consider before planning
- Information to gather and review
- Important decision-making roles to identify
- Core documents to consider
- Guidance on storing, sharing, and reviewing your plan
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Disclaimer: Information is for educational purposes only and should not be considered legal or financial advice. Estate planning involves complex legal and tax considerations. You should consult a qualified estate planning attorney to determine the best approach for your situation and ensure compliance with your state’s laws.