Free Estate Planning Checklist

Use this checklist as a starting point to organize your estate plan and ensure your loved ones are protected. Review it regularly and consult with a licensed estate planning attorney for personalized advice.

Essential Documents

• ☑ Draft or update your will
• ☑ Set up a trust (if needed)
• ☑ Designate beneficiaries for retirement accounts & life insurance
• ☑ Create a durable power of attorney
• ☑ Complete a healthcare directive (living will)

Asset Planning

• ☑ Review real estate deeds & titles
• ☑ Organize financial accounts & investments
• ☑ Plan for business succession (if applicable)
• ☑ Secure important documents in a safe location

Tax & Gifting Strategies

• ☑ Consider annual gifting to heirs ($18,000 per person in 2024)
• ☑ Review lifetime exemption amounts
• ☑ Explore charitable giving options

Digital & Personal Matters

• ☑ Document digital assets (accounts, crypto, cloud storage)
• ☑ Write a personal letter of wishes (non-legal but helpful)
• ☑ Update plans after major life changes

Download Trusts Guide PDF