Comprehensive Estate Planning Checklist 2024

Not only is gathering information in the initial phase of the development of your plan important, but it is also imperative to re-visit your estate plan regularly to ensure it will carry out your wishes in the face of life changes or uncertainties. We recommend that our clients revisit their estate plan annually to ensure it remains in line with their current circumstances and wishes, as life changes occur regularly. Below you will find a checklist to assist your qualified estate planning, wills, and trusts attorney in guiding you through the process of reviewing your Comprehensive estate planning.

Updated Information

Legal Documentation

Overall Goals of Estate Plan

Family Dynamics

Distribution of Assets and Beneficiaries

Personal Representatives, Trustees, and Agents

Guardianships for Minor Children

Assets and Liabilities

Real Estate

Digital Assets and Online Accounts

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