Estate Planning Checklist

  1. Ask friends, family, colleagues, and professional advisors to recommend an estate planning attorney. Alternatively, visit the Lawyer Locator Web sites listed in “Suggested Resources” to search for counsel in your state. Select an attorney who works in your state of residence and specializes in estate planning.

  2. Make an appointment with the lawyer you’ve located. Be sure the appointment date works with your schedule. If you have health problems, surgeries scheduled, or a trip planned, ask the attorney if the necessary documents can be prepared to meet your timeline.

  3. Prepare your Net Worth Statement:

    Net Worth Statement

  4. Think about your estate planning goals and concerns. Do you want to provide for ...

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