Wealth management logo

Estate planning checklist

An estate plan is important at any stage of life, but certain life events in particular can serve as motivation to get your will and other documents in order.

Tags: Estate planning, Planning, Trusts
Published: July 23, 2021

This checklist covers how major life events might affect your estate plan, and what updates you may want to consider. You might not need every document right away. But it’s important to work with an attorney to draft these documents and update your plan throughout your life.


Digital assets like email, photos, social media, and online bank accounts are also part of your estate. Read more about how to protect digital assets in your estate plan.


2021 Estate Planning and Wills Study. Caring.com.