The Ultimate Estate Planning Checklist
Get organized, get protected, and get peace of mind.
🔒Secure. Private. Legally structured.
Your Action Plan
Estate planning can feel overwhelming. We've broken it down into simple, actionable steps.
1
Take Inventory
List all your assets: bank accounts, real estate, investments, insurance policies, and digital assets.
2
Create Your Will
Name your beneficiaries and an executor. If you have kids, name a legal guardian. Use My Last Word to do this in minutes.
3
Assign Powers of Attorney
Choose someone to make financial and medical decisions for you if you become incapacitated.
4
Plan Your Legacy
Write final messages, organize family photos, and leave instructions for your digital life.
5
Notify Your Family
Let your executor and loved ones know where to find your documents.
Frequently Asked Questions
Immediately. If you are over 18 and have any assets (even just a savings account) or if you have children, you need a plan. Waiting until a crisis is often too late.
A complete estate plan usually includes a Last Will, a Power of Attorney (for finances), and an Advance Healthcare Directive (Living Will). My Last Word can help you organize these needs.
Review your estate plan every 3-5 years, or whenever you have a major life event like marriage, divorce, a new child, or a significant change in assets.