Free Estate Planning Checklist
Five documents every family should have. Explained in plain English. Completely free.
What's in the Checklist
Most estate planning guides are written by lawyers for lawyers. This one is different. We wrote it for families who want to understand what they have, what they're missing, and what they should do next.
It covers the five core documents, what each one does, when you need it, and what happens to your family if you don't have it. No legal jargon. No sales pitch.
- 1
Revocable Living Trust
Holds your assets and passes them to your beneficiaries without going through probate court.
- 2
Last Will and Testament
Names guardians for your minor children and handles anything not covered by your trust.
- 3
Financial Power of Attorney
Gives someone you trust the authority to manage your finances if you can't.
- 4
Healthcare Directive
Spells out your medical wishes and names someone to make decisions on your behalf.
- 5
HIPAA Authorization
Lets your designated person access your medical records when they need to act for you.
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Why This Matters
Most people know they need an estate plan. They just haven't gotten around to it. This checklist is designed to help you figure out exactly what you have and what you're still missing, so the conversation with an attorney is faster and clearer.
If you don't have all five documents, you're leaving decisions about your family to strangers. Courts decide who raises your kids. Hospitals decide who can speak for you. Your property goes through a public probate process.
It doesn't have to work that way. The checklist is the first step.