See how to get started, and what to do each step of the way, with our four-part estate planning checklist.

Jan 16, 2025 · Estate planning goes beyond drafting a will. Use this pre-death checklist to account for your assets and ensure they are dispersed as you wish.

Jul 24, 2024 · If you’re not sure how to take care of your family when you pass away, this step-by-step estate planning checklist makes everything super easy.

Apr 2, 2025 · This estate plan checklist will help guide you through the process of putting together your plan and will be helpful whether you’re consulting with an estate planning attorney or planning to do it …

Dec 9, 2024 · By following the checklist, an individual can get an idea of the estate laws in their State and choose which forms suit their personal financial situation and health needs best.

Sep 8, 2025 · Estate planning is one of the most important things you can do to protect your legacy and the people you care about. Get started with this free estate planning checklist.

Nov 25, 2025 · Your will is not complete until the titles and beneficiaries are set in accordance with your will. See a checklist of what you should do-plus ways your advisor can help, here.

May 7, 2025 · Learn the essentials of estate planning, including wills, trusts, living wills, and strategies to minimize taxes while protecting your assets and loved ones. This step-by-step guide was created to …

Dec 10, 2025 · This guide offers a practical checklist to help you organize key documents, define important roles, and prepare for meaningful conversations with loved ones and professionals.

Feb 5, 2025 · Complete estate planning checklist for 2025. 12 essential steps to protect your legacy, avoid probate, and secure your family's future. Expert guide.