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
Full legal name*

First NameLast Name
Full legal name of Spouse (if applicable)

First NameLast Name
Email*
example@example.com
Date of birth (You)*

MonthDayYear
Date
Date of birth (Spouse)

MonthDayYear
Date
Marriage status

MarriedRemarriedWidowedDivorcedSingle
Names and ages of children (if any)Type a question
Special considerations (minor children, special needs, dependents, aging parents)

Minor childrenSpecial needsDependentsAging parentsOther
SECTION 2: Decision Makers & Guardians
If something happened tomorrow, who would need clear direction?
Guardian(s) for minor children identified

Guardian(s) identifiedBackup guardian(s) identified
Executor / Personal Representative selected

Executor / Personal Representative identifiedBackup executor identified
Power of Attorney (financial) candidate selected

Power of Attorney (financial) candidate identified
Health Care Agent candidate selected

Health Care Agent candidate identified
Do these people know you’ve chosen them and would they be willing?

YesNo
SECTION 3: Asset & Account Snapshot
Which of the following do you have? (Check all that apply)

Bank accountsRetirement accountsBrokerage / investment accountsReal estateBusiness interestsLife insurance policiesDigital assets (online accounts, crypto, subscriptions)
SECTION 4: Beneficiaries & Ownership Review
Beneficiary & ownership review checklist

Primary beneficiaries listedContingent beneficiaries listedBeneficiary designations reviewed within last 3 yearsOwnership structure understood (individual, joint, trust)
SECTION 5: Existing Documents (If Any)
Which documents do you currently have?

WillTrustPower of AttorneyHealth Care Directive / Living WillGuardianship documentsPrevious estate attorney contact info
Date documents were last reviewed

MonthDayYear
SECTION 6: Family Communication & Clarity
Family communication & clarity checklist

Key decision makers informedSpouse aligned on wishesInstructions written (not just assumed)Document access plan established
SECTION 7: Coordination Gaps Identified
Which of the following apply to your current situation?*

Unsure where to startConflicting beneficiary designationsNo clear guardian planDocuments outdatedNo centralized organizationHaven’t spoken with an attorney yet
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?*

Yes, please contact me to schedule a call.No, thank you.
Should be Empty:

Estate Planning Coordination Checklist

SECTION 1: Personal & Family Foundations

SECTION 2: Decision Makers & Guardians

SECTION 3: Asset & Account Snapshot

SECTION 4: Beneficiaries & Ownership Review

SECTION 5: Existing Documents (If Any)

SECTION 6: Family Communication & Clarity

SECTION 7: Coordination Gaps Identified

FINAL SECTION: Next Best Step