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Estate planning checklist

An estate plan is important at any stage of life, but certain life events in particular can serve as motivation to get your will and other documents in order.

Tags: Estate planning, Life events, Planning, Retirement
Published: September 18, 2019

The following checklist covers how major life events might affect your estate plan, and what updates you may want to consider. You might not need every document right away. But it’s important to work with an attorney to draft these documents and update your plan throughout your life.


1 “Haven’t Done A Will Yet?” AARP.

Read 4 reasons why you should have an estate plan and the benefits of working with a financial professional.