Handy Estate Planning Checklist 

legal notes

Every person likely has a few to-do lists that outline anything from everyday tasks to long-term goals and projects. Checklists aren’t just for projects, but can be helpful to review for more essential things like your estate plan.

What Is in an Estate Planning Checklist?

There are several important tasks and items to consider when planning or settling an estate. However, it is easy to forget some or overlook others. That is why creating your checklist can help you prepare for the inevitable and take many burdens off your loved ones’ shoulders.

These items are topics to discuss, and they determine what you have and may need to protect your assets and family in the event of your death. For example, your plan should include arrangements for a Will or Trust and a Living Will. It also guides you on designating a power of attorney and how assets like accounts, property, and investments should be handled after you are gone.

Download a Checklist

If you are unsure how to start your checklist, you can click on the link below to get started. This tool can be beneficial if you do not already have an estate plan. The checklist can also benefit anyone interested in understanding what they are and why they may need one.

Download the checklist below to begin the conversation about implementing an estate plan. We invite you to review and customize it according to your family’s estate needs.


If you or your family needs the help of a lawyer about estate planning, contact the legal team at Donnellon, Donnellon & Miller. You can call our office at 513.891.7087 or complete our online contact form to schedule an initial consultation or receive more information.