Download our comprehensive checklist to organize everything you need for complete estate planning. No credit card required.
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20+ essential items organized by category
Simple checkboxes and clear instructions
Download and print for easy reference
Tips and explanations for each item
Save the PDF to your device and print a copy for easy reference as you gather information.
Work through each section, collecting the necessary documents and information. Don't worry if you can't complete everything at once.
Once you've completed the checklist, you'll have everything you need to create your comprehensive estate plan with Life Legacy Planner.
Once you've used the checklist to organize your information, creating your full estate plan is easy with our guided process.