Not ready to invest in a full-fledged estate plan but want to make sure your bases are covered? This checklist is a great starting point. 


This checklist covers key considerations of the following estate plan components:

1. Last will and testament

2.  Durable power of attorney

3. Health care directive

4. Digital assets


Legal Disclaimer: The purpose of this checklist is to provide general information and a general understanding of the contents of an estate plan and not to provide specific legal advice. By accessing this product you understand that there is no attorney-client relationship between you and Sekhon Law, PLLC. This post should not be used as a substitute for competent legal advice from a licensed professional attorney in your state.

Estate Planning Checklist

  • PDF