The Estate Readiness Checklist

Twenty questions that reveal exactly where your estate plan stands — the same gaps an estate attorney checks first. Most families pass fewer than half.

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I have a signed, witnessed will that reflects my current wishes.
My will was reviewed in the last 3 years (or after my last major life event).
I have a durable financial power of attorney naming an agent I trust today.
…and 17 more.

This checklist is educational only and is not legal, tax, or investment advice. Laws vary by state; confirm specifics with a licensed professional in your state.