estate planning (download+ fillable checklist)

a practical guide to informed planning that leads to good moments
 
Planning for the future can feel overwhelming, but having a clear place to start changes everything. This thoughtfully designed checklist helps you organize key information, document what matters most, and make your wishes easier to understand and follow.
 
Whether you’re just beginning or updating existing plans, this tool supports you in creating clarity for yourself and the people who care about you.
 
Inside, you’ll find space to:
Capture essential personal details and who to contact when it matters most
Identify your estate planning team and their roles
Summarize your wishes in a clear, simple way
Track important documents and where they are located
Outline next steps so nothing is left undone
 
Designed to be both practical and personal, this checklist helps reduce confusion, support your loved ones, and bring a sense of readiness to what can often feel uncertain. It can be printed for simple, real-life use or completed digitally as a fillable PDF. Printing instructions are included.
 
Download once and use as many times as you want.
 
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