Estate Planning Checklist Form
Please complete the following checklist to help organize your estate planning needs.
Full Name
First Name
Last Name
Email Address
example@example.com
Do you have a will?
Yes
No
In Progress
Do you have a power of attorney?
Yes
No
In Progress
Have you designated beneficiaries for your accounts and insurance policies?
Yes
No
In Progress
Do you have a living trust?
Yes
No
In Progress
Have you appointed a guardian for your minor children?
Yes
No
In Progress
Do you have an advance healthcare directive?
Yes
No
In Progress
Additional Notes or Questions
Submit
Should be Empty: