Estate Planning Coordination Checklist

  • Estate Planning Coordination Checklist

    This is your free simple guide to getting organized before meeting with your attorney. Use this checklist to prepare essential information and identify next steps for your estate planning journey.

  • SECTION 1: Personal & Family Foundations

  • Date of birth (You)*
     - -
  • Date of birth (Spouse)
     - -
  • Marriage status
  • Special considerations (minor children, special needs, dependents, aging parents)

  • SECTION 2: Decision Makers & Guardians

  • Guardian(s) for minor children identified
  • Executor / Personal Representative selected
  • Do these people know you’ve chosen them and would they be willing?

  • SECTION 3: Asset & Account Snapshot

  • Which of the following do you have? (Check all that apply)

  • SECTION 4: Beneficiaries & Ownership Review

  • Beneficiary & ownership review checklist

  • SECTION 5: Existing Documents (If Any)

  • Which documents do you currently have?
  • Date documents were last reviewed
     - -

  • SECTION 6: Family Communication & Clarity

  • Family communication & clarity checklist

  • SECTION 7: Coordination Gaps Identified

  • Which of the following apply to your current situation?*

  • FINAL SECTION: Next Best Step

  • If you checked more than 2 boxes previously, professional estate planning coordination can help you:

    • Clarify decisions

    • Organize information

    • Prepare for attorney meetings

    • Reduce family stress

    • Avoid common (and costly) mistakes

  • Would you like to schedule an Estate Planning Coordination Call?*
  • Should be Empty: