Your Essential 10-Step Estate Planning Checklist

Your Essential 10-Step Estate Planning Checklist  

Creating an estate plan doesn’t have to be intimidating. Whether you’re just getting started or updating an old plan, a clear estate planning checklist can help you stay organized and confident every step of the way. That’s why we’ve created a simple, attorney-approved Estate Planning Checklist PDF you can download and print to follow along as you go. 

This checklist for estate planning walks you through the most important decisions, from calculating your net worth to choosing trusted decision-makers for your healthcare and assets. If you’ve been searching for a printable estate planning checklist that makes the process easy to understand (without legal jargon), you’re in the right place. 

And if you're located in Oklahoma, working with a skilled estate planning attorney in Oklahoma, especially one familiar with state-specific laws around probate, trusts, and guardianships, can make all the difference. As an Oklahoma City estate planning attorney, we built this guide specifically with local families in mind. 

What’s Inside the Checklist 

Here’s a quick preview of the 10 key steps covered in your downloadable guide: 

1. Calculate Your Net Worth 
2. Understand Your Family’s Needs 
3. Work with a Qualified Attorney 
4. Decide Between a Will or Trust 
5. Plan for Incapacity 
6. Outline Long-Term Wishes 
7. Select Trusted Fiduciaries 
8. Fund Your Trust (If Applicable) 
9. Keep Your Plan Updated 
10. Store Your Documents Safely 

Get Your Free Printable Estate Planning Checklist 

Whether you're planning ahead for peace of mind or protecting your loved ones from future stress, this checklist ensures nothing gets overlooked. Submit the form below to download your free copy! 

Why Working with an Estate Planning Attorney Matters 

While a checklist is a powerful place to start, your estate plan isn’t something you want to guess on. Even a small oversight, like failing to update a beneficiary or improperly titling an asset, can send your family through months of court delays or unexpected taxes. 

That’s where we come in. 

Our estate planning team has helped countless Oklahoma families move from confusion to clarity. We don’t just draft documents, we walk you through each step of the checklist, explain your options, and make sure everything is legally sound and customized to your goals. Schedule your free 15-minute consultation with our award-winning team today!