🧾 Free 19-Point Estate Planning Check

Is your family protected if something happens to you?  Not sure where to start? Most families are missing 5–7 of these.

Estate planning isn't just about writing a will. A complete plan covers your health, finances, family, and legacy — both during your lifetime and after. Most people are missing several key pieces and don't even realize it.

Use this checklist to see how prepared you really are.

✅ The 19-Point Estate Planning Check

Core Legal Documents

1. Last Will & Testament
   Do you have a valid, up-to-date will that reflects your current wishes?

2. Revocable Living Trust (if appropriate)
   Have you considered whether a trust could help your family avoid probate?

3. Durable Power of Attorney (Financial)
   Has someone you trust been legally authorized to handle your finances if you become incapacitated?

4. Medical Power of Attorney
   Have you named someone to make medical decisions if you cannot?

5. Advance Health Care Directive / Living Will
   Have you documented your end-of-life care preferences?

---

Family Protection

6. Guardians Named for Minor Children
   Have you legally named who would raise your children?

7. Backup Guardians
   Do you have alternates in case your first choice cannot serve?

8. Special Needs Planning
   If a loved one has special needs, have you structured their inheritance properly?

9. Beneficiary Designations Reviewed
   Are beneficiaries on retirement accounts and insurance policies current?

10. Blended Family Planning
    Does your plan account for stepchildren or second marriages?

---

Financial & Asset Planning

11. Asset Inventory
    Do you have a clear list of your assets, accounts, and property?

12. Property Titling Reviewed
    Are your home and major assets titled in a way that supports your plan?

13. Life Insurance Coverage
    Do you have the right amount of protection for your family?

14. Retirement Accounts Coordinated with Your Plan
    Do these accounts align with your estate goals?

15. Business Ownership Planning
    If you own a business, is there a succession or transition plan?

---

Incapacity Planning

16. Emergency Access to Information
    Would your loved ones know where to find important documents?

17. HIPAA Authorization
    Have you signed documents allowing medical providers to share information with your family?

---

After-Death Planning

18. Funeral or Burial Instructions
    Have you expressed your preferences to avoid family disputes?

19. Regular Plan Reviews
    Has your estate plan been reviewed within the last 3–5 years or after a major life change?

---

⚠️ Why This Matters

If you answered “no” to even a few of these, your family could face:

• Court involvement

• Delays and expenses

• Confusion during a medical crisis

• Unintended outcomes for your children or assets

Estate planning is about making decisions now so your family doesn't have to later.  Many families use estate planning to help loved ones avoid probate.

---

📅 Take the Next Step

We help individuals and families create simple, affordable estate plans tailored to their needs — whether you're just starting out or updating an existing plan.

Schedule a consultation and let's review your 19-Point Check together.

👉 Start Your Estate Plan Today