Gather all financial account information — bank, retirement, investment
Information gatheringList all real estate and property holdings
Information gatheringCreate inventory of personal property and valuables
Information gatheringChoose executor and successor executor for your will
4wDraftingDetermine guardians for minor children
3wDraftingDraft last will and testament — core document
10DraftingReview and update beneficiary designations on all accounts
2wReviewCreate advance healthcare directive (living will)
1DraftingDurable financial power of attorney
4DraftingDigital asset and online accounts inventory
11Trust creation — revocable living trust overview
9Funeral planning and final wishes document