Estate Planning Checklist Template

Prepare for the future with our Estate Planning Checklist. This template guides you through organizing your assets, setting up wills and trusts, and ensuring that your estate is managed according to your wishes.

Key Sections:

• Asset Inventory: List and categorize your assets.
• Will and Trust Setup: Outline your will and trust arrangements.
• Beneficiary Designations: Identify and update beneficiaries.
• Estate Taxes: Plan for potential estate taxes and deductions.

• File Size 297.40 KB