Estate & legacy planning
Estate Planning Checklist
Most families have critical estate planning gaps and don't realize it until it's too late. Work through each item below — your completion score updates as you go.
Priority action items
- Check off items on the left to track your progress.
Progress by category
Begin checking off items you have completed to see your personalized readiness assessment.
This checklist is for educational purposes only and does not constitute legal or financial advice. Estate planning requirements vary by state and individual circumstances. Consult a licensed estate planning attorney and financial advisor for guidance specific to your situation. Omega One Insurance Group | mylifegameplan.com