Handy Estate Planning Checklist 

Every person likely has a few checklists or to-do lists laying around outlining anything from the everyday tasks to long term goals and projects. Checklists aren’t just for projects your spouse to do, but can be helpful to review for more important things like your estate plan. The checklist below is a great tool for those people who do not have an estate plan, or are interested in discussing what they are and why they may need one. These items are topics to discuss and determine what you have and what you may need, in order to protect your assets, and most important, your family, in the event of your death. This checklist is a good start to the larger conversation of implementing an estate plan, and we invite you to take a look at it to determine what you and your family may need to consider for implementing an estate plan.

ESTATE PLANNING CHECKLIST

Meghan Donnellon Hyden – Donnellon, Donnellon and Miller

MENU