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7 Step Estate Planning Checklist

Updated: Mar 1

Crucial Considerations to an Estate Planning Review*


Simply put, it is the process of designating who will receive your assets in the event of your death or incapacitation. Most of the time this is done with assistance from an attorney.  A well-structured estate plan can help to be sure that your heirs and beneficiaries receive assets in a way that manages and minimizes estate taxes, gift taxes and other tax impacts.

Estate Planning Checklist

  1. Inventory your belongings

  2. Account for the needs of your family

  3. Establish directives

  4. Review/Update your beneficiaries

  5. Take note of your state’s Estate Tax laws

  6. Consider the value of professional help

  7. Plan to review and reassess yearly

To learn more, checkout my 7 Part Series on Estate Planning, now:


This article is meant to provide background information and should not be considered legal guidance.

For more about our Estate Planning Team nd Services, reach out to us today:

(916) 572-1117 or


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