Estate Basics

After you have detailed your assets, chosen beneficiaries, named executors/trustees, and decided on how to disperse your assets, you should choose the most effective ways to accomplish and document the estate plan.

Settling your affairs is a difficult and time-consuming task. Without all of the needed documents and information, the process can be even more so and could take years to complete.

Necessary Documents and Information Checklist

Click on the download checklist button below for a checklist of the tools, documents, information, and measures that you should gather and organize to make estate planning more efficient, especially if time is limited and make your plans easily available to the appropriate people.

Updated: October 4, 2023


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