Estate Planning Readiness Checklist
A Practical, Structured Guide to Preparing for (or Updating) Your Estate Plan
No obligation. Educational resource only.
- Clarity and Organization
- Confidence in Planning Conversations
- Greater Peace of Mind
Why So Many Plans Never Get Started
Most individuals fully intend to complete their estate plan.
Yet the process is often delayed — not from lack of responsibility, but from uncertainty about where to begin.
Many people are unsure:
• What information they will be asked for
• What documents they already have
• What decisions they must be prepared to make
Without structure, the process feels larger and more complex than it needs to be.
WHAT’S INSIDE
The guide walks you through five essential areas:
1. Planning Goals & Primary Concerns
Clarify what matters most — from avoiding unnecessary court involvement to protecting family assets, minimizing tax exposure where appropriate, and preparing for long-term care considerations.
2. Important Background Documents
Identify and gather key materials such as prior wills or trusts, powers of attorney, tax returns, deeds, and beneficiary designations.
3. Family Structure & Relationship Dynamics
Reflect on blended families, second marriages, special needs planning, business ownership, and other real-world complexities that require thoughtful structure.
4. Roles to Consider
Evaluate who should serve as executor, trustee, power of attorney, healthcare proxy, or guardian — and what qualities truly matter in those roles.
5. Coordination With Your Advisory Team
Understand how estate planning works best when financial advisors, CPAs, insurance professionals, and legal counsel collaborate.
This Resource Is Designed For:
Delayed Planners
You know it needs to be addressed, but the process feels unclear or larger than expected.
Evolving Families
Growing assets, business interests, blended family dynamics, or outdated documents require thoughtful review and coordination.
Business Owners & Advisors
You value clarity before decisions and want to enter any estate planning conversation organized and confident.
How the Checklist Works
Step 01
Download the Guide
Enter your information to receive immediate access to the Estate Planning Readiness Checklist.
This resource is delivered digitally for your review at your convenience.
Step 02
Review & Reflect
Work through the structured sections at your own pace.
Identify key documents, clarify priorities, and note any questions that arise as you review your current planning.
Step 03
Decide Your Next Step
You may choose to:
• Continue organizing independently
• Coordinate with your existing advisors
• Or schedule a consultation if professional guidance would be helpful
There is no obligation attached to downloading the checklist.
