Your estate-planning checklist
Prepare for a useful conversation about your family, trust, and priorities. No signup or document upload required.
Your estate planning resource kit
Use our branded checklist and worksheets to prepare at your own pace. Bring your questions to your free consultation.
Three-page guide · Includes a corrected will/trust description on page 2.
Estate planning questionnaire
Think through family, beneficiaries and the people you trust.
Download PDF →Couples preparation worksheet
Organize questions together before your consultation.
Download PDF →Individual preparation worksheet
Prepare for a conversation about your own estate plan.
Download PDF →These are preparation materials, not completed legal documents. Completing them is optional. Keep completed worksheets private; do not send personal estate details through the website contact form. Ask us how to share documents securely. Wealth.com is not a law firm; individual legal questions should be reviewed with a licensed attorney.
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This checklist organizes a conversation; completion does not establish that your estate plan is complete or legally effective. Do not change account ownership or beneficiaries based on this checklist alone.
Gather your documents
Review people and priorities
Organize your assets
Prepare for your consultation
Choose Save as PDF in your print dialog. Keep personal documents out of the website contact form.
Ready to review your trust?
We offer free trust and trust-account reviews, help with updates, and new trust setup. We help coordinate trust document preparation through our partner, Wealth.com. Confirm the scope and any charges for further services before proceeding.
Explore our estate planning services →Request a free trust review
Discuss your current trust, trust accounts, updates, or new trust questions. We will contact you to arrange a time with a consultant.