Estate Document Checklist

For educational and organisational purposes only. Not legal advice. Consult a qualified attorney.

1 Step 1 of 2 — Your Situation

Which of these apply to you? (Choose all that apply)

Married or partnered

You and your partner share assets and need aligned documents.

Have children under 18

Guardianship and trust planning become essential.

Own property

Real estate needs correct title and deed arrangements.

Run a business

Business succession planning is separate from personal estate planning.

Have significant assets

Trusts, investment accounts, and asset protection strategies apply.

Have a chronic health condition

Healthcare directives and proxy appointments become urgent.

Your age bracket

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