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Estate & Care

Protect yourself and your family before you need to: the documents to sign, how to pay for care, and what to do when a spouse or parent needs help.

Start With Your Estate & Care Question

Choose the situation that sounds most like yours, then follow the clearest next steps.

Estate and care essentialsOpen the printable estate and care checklistDocuments, beneficiaries, care costs, family contacts and when to review

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.

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