Estate planning checklist
While most people understand the importance of estate planning, many people put it off either due to lack of motivation or because they don’t think they have enough assets to leave to anyone.1 In fact:
This checklist covers how your age and/or major life events might affect your estate plan, and what updates you may want to consider along the way. You might not need every estate planning document right away. However, it’s important to work with an attorney to draft these documents and update your plan throughout your life.
Even if you’re young and healthy, accidents can happen.
While talking about worst-case scenarios can feel grim during this happy time, discussing your wishes with your partner early on can make future planning easier.
As your life progresses, your assets and family are likely to change.
Review where you are in the estate planning process.
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.