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✅Estate Planning Starter Checklist
Estate planning sounds intimidating, but at its core it's just making sure the people you love aren't left scrambling to figure things out when you're no longer here to explain. This checklist won't replace a lawyer — but it will help you understand what needs to be done and get organized before that first meeting.
Click any part of the letter to edit it, then copy or download the whole thing. Notes on the right explain each part.
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Important disclaimer
This template is for general informational purposes only and does not constitute legal, tax, or financial advice. It was created with the assistance of AI and may contain inaccuracies. Always consult a qualified professional for legal or financial decisions.