Estate Planning Document Checklist

Every client’s estate plan will look different depending on the size of their estate, their family dynamics, their goals, and any number of other factors. Despite this variability, there are certain core documents that every estate plan needs.

This checklist covers the 12 essential documents that should be included in every estate plan, each document’s general purpose, and what it should contain. Wherever you or your clients are in the estate planning process, use this checklist to ensure the plan has a solid foundation.