Your estate plan is more than a collection of documents—it's a roadmap to protect your legacy and ensure your wishes are honored. Use our expert-designed checklist to cover every detail, from healthcare decisions to asset protection.
Our checklist covers the essentials to ensure your estate plan is complete, including:
✅ Draft a Will: Decide how to distribute assets, name guardians, and appoint an executor.
✅ Write a Letter of Intent: Add personal instructions for funeral plans, heirlooms, or special wishes.
✅ Assign Powers of Attorney: Choose someone to handle financial and legal matters if you're incapacitated.
✅ and lots more!
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