The Estate Plan Fit Checklist

Work through your situation, your assets, and your key decisions before you compare an online will, a trust package, or an attorney. Fill it in once, and use it for whichever conversation comes next.

• A worksheet to sort your situation by complexity
• Seven questions worth asking before you commit to any path
• The documents to gather before you start
• Official US sources to check things yourself

No payment, no account, no waiting for an email — the PDF downloads the moment you submit.