What is an estate planning checklist?

An estate planning checklist is a guide on how to plan an individual's assets and end-of-life health care if they should die or become incapacitated. 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.

What documents are included in a will & estate plan?

Our free Will and Estate Planning Guide has everything you need to begin. In addition to the essential estate plan documents that outline your wishes and directives, you can add other documents to your plan so everything is in order and easy to find. Here are additional documents for estate planning to consider: Trust.

What are the most important estate planning documents?

The most important ones outline who gets your assets and who has the authority to make decisions when you can't. These four estate planning documents are essential as you think through your plans: A will names who will manage your estate and distribute your property when you die.