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Free Estate Planning Readiness Checklist

Estate Readiness Roadmap Checklist | Now & Forever After Estate Legacy Planner
Now & Forever After · Estate Legacy Planner
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Free Guide

Estate Readiness Roadmap Checklist

Congratulations on taking this important step to secure your legacy. Use this checklist to gather and organize your essential estate planning documents — for your peace of mind now, and your legacy forever after.

Tap each box as you go · add notes on where things are kept · your progress saves automatically on this device
1

Personal Information

2

Emergency & Key Contacts

3

Legal & Estate Documents

4

Insurance Policies

5

Financial Accounts

6

Property & Real Estate

7

Digital Assets

8

Final Wishes

Checklist complete!

You’ve gathered everything on your Estate Readiness Roadmap. Your loved ones will thank you for this gift of clarity. — La’Trise