Services & Solutions

Services & Solutions

Estate Planning Checklists


Interactive Estate Planning Task List Info

There are many steps in the estate planning process and numerous tasks you will need to complete. To assist in keeping the estate planning process from becoming overwhelming, we provide two different task lists to help you work your way through the process without missing a single step. The first is a summary task list that breaks down the various responsibilities for which you are accountable. This list is a high-level summary of all the tasks for which you may face. The second is a more detailed, interactive, and customizable task list that you can personalize for your unique estate planning situation. It covers a multitude of tasks and sub-tasks that you will need to undertake. Our online task list helps you to efficiently track all your progress as you work through the probate process.

  • Making the Estate Planning Less Overwhelming
  • Interactive Online Tool
  • Personalized Detailed Checklist