FREE Big 4 Estate Planning Checklist

FREE DOWNLOAD: The Big 4 Checklist

Four important estate-planning topics to review before a crisis.

If something happened tomorrow, would your family know where to find your important documents—or who could make decisions on your behalf?

Estate planning can feel overwhelming, but getting organized doesn't have to happen all at once.

I created this FREE Big 4 Checklist to help you understand four important areas to review, identify what you already have in place, and figure out what steps you may need to take next.

What's included?

• Will: Document your wishes and identify who will handle your estate.

• Trust: Explore whether a trust may fit your circumstances.

• Durable Power of Attorney: Plan for who can handle financial matters if you cannot.

• Medical Directives and HIPAA Authorization: Document health care wishes and understand how medical information may be shared.

More than just a checklist

Use this workbook to track your document status, note where important paperwork is stored, record when it was last reviewed, and write down questions to discuss with an attorney.

You'll also find helpful next steps and questions to guide conversations about different trust options and your estate-planning needs.

Start today—one step at a time.

You don't have to have everything figured out. Start by identifying what you have, what may be missing, and what questions you need answered.

Download your FREE Big 4 Checklist and take the first step toward getting organized.

Educational and organizational resource only. This checklist is not legal, tax, or financial advice and does not determine which documents or trust arrangements are appropriate for your situation. Consult a qualified estate-planning attorney about your individual needs.