Checklist: questions to think about before speaking “estate plan” with your attorney

Updated: Feb 4

Another wedding season is behind us. In our earlier blog, we discussed the components of a basic estate plan and the role these documents play in a marriage. We can't emphasize enough the importance of estate plans for any family and encourage all newlyweds to consider putting them in place. To make the process less overwhelming, we put together a helpful guide and checklist in one, listing key questions to keep in mind (or on paper) when speaking to your attorney about:

  • Durable Power of Attorney

  • Healthcare Directive

  • Last Will and Testament.

Fill out this form to get your own copy of the guide and checklist: