Download the Estate Planning Readiness Checklist™ to quickly evaluate where you stand, uncover gaps, and take the next step toward protecting your family, your wishes, and your legacy.
This simple self-assessment can help you identify what’s in place, what’s missing, and what may need attention.
Most people think they have a plan… until they realize something’s missing.
Having a few documents in place does not always mean your estate plan is complete.
Many families have pieces of a plan started, but key details are outdated, unclear, or never fully coordinated. Beneficiaries may be old. Powers of attorney may be missing. Important documents may not be easy to find.
This free guide helps you assess your current planning across the areas that matter most, so you can spot vulnerabilities before they become expensive or stressful problems.
This is more than a checklist.
It’s a practical snapshot of how prepared you are today for the future you want to protect. As you go through it, you’ll see which areas are strong, which need review, and whether your current plan reflects their present life, values, family needs, and financial situation.
The checklist even includes an Estate Planning Readiness Score to help you gauge whether your plan is well-maintained, needs polishing, or requires immediate attention.
Get a clearer picture of your estate planning strengths and gap.
Gain more confidence in what has already been handled.
Get greater awareness of what may need to be updated.
Be better prepared for conversations with an attorney or advisor.
Learm simple ways to reduce uncertainty for your loved ones.
Grow confidence that you’re proactively reviewing what matters most.
Estate planning can feel overwhelming because the stakes are personal.
This checklist helps simplify the process by breaking it into manageable categories, so you can focus on one issue at a time instead of wondering where to start. Whether your plan is mostly done or barely begun, this resource can help you move forward with more confidence and less confusion.
Because protecting what matters most starts with knowing where you stand.
This checklist is designed to help you evaluate your current estate planning readiness across essential categories, including:
Estate planning issues often stay hidden until a health event, death, or major life change forces them to the surface.
This checklist gives you a chance to review everything now, while you still have time, clarity, and control.
Takes just a few minutes to start. Review your current plan and identify the next smartest steps for protecting your family, your wishes, and your future.
Enter your information below to receive your free checklist.
Fill out the form below to download your Estate Planning Readiness Checklist™ and get a clearer view of how prepared your current plan really is.
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Completing this checklist can help you have a more productive conversation with an estate planning attorney, fiduciary advisor, or trusted planning professional. You’ll be able to identify what’s in place, what needs updating, and where professional guidance may be helpful.
Want to discuss this with an estate planning expert? Schedule a complimentary Estate Planning meeting with a fiduciary CERTIFIED FINANCIAL PLANNER® today.
