How ready are you for estate planning?

Take this 2-minute quiz to see how prepared you are, and get your free Estate Planning Starter Guide at the end.

Before meeting with a lawyer or starting a will, it helps to think through some key questions about your family, assets, and wishes. This worksheet guides you step by step so you can clarify your intentions, organize your information, and make the will-writing process smoother and less stressful. Fill in the sections honestly and thoughtfully — this is the foundation of your legacy plan.

This starter checklist gives you a simple overview of the key documents and decisions most people need to consider. Use it as a starting point to get organized, identify what’s missing, and take the next step toward creating a complete estate plan.