Estate and care checklist
Work through it in one or two afternoons, then review it every three to five years and after a marriage, divorce, death, move or new diagnosis.
1. Documents
2. Beneficiaries
3. A plan for care
4. For your family
5. When to review
This checklist is general education, not legal advice. Document rules vary by state, and an estate planning attorney can help you put the right papers in place.






