Before You Begin:

The Essentials You Need to Know

Many people know they need a will or estate plan, but getting started feels overwhelming. This checklist breaks it down. Save it to your phone and favorite it so it’s always within reach when you’re ready to take the next step.


What this checklist covers:

• The key documents you’ll need.

• Choosing your trusted persons. 

• What to consider before meeting with an attorney.

• How to make sure your family isn’t left guessing.