Estate Planning Master Checklist — Free Printable PDF
20+ estate-planning items with drafted / signed / notarized / location columns — covers will, trust, POA, advance directive, and digital legacy in one sheet.
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One sheet that tells you what is missing
Estate planning is the textbook example of *important but not urgent* — it stalls because no one knows which document is the next one to chase. This master checklist lays the full set on a single page so the gap is visible: a row that is *drafted* but never *signed* is the answer to “what should I do this Saturday?”.
Where stored is the column families regret leaving blank. A signed will in a fireproof box is useless if no one knows the box exists — capture lawyer's office, home safe, or a bank safe-deposit slot and pair it with the Important Documents Location Sheet companion page below.
Last updated matters because a will and beneficiary designations can drift out of sync after every life event (marriage, divorce, kid, move). Treat the column as a re-review trigger every 1–2 years and after any major change.
Templates only — not legal advice. Estate law varies by state, province, and country. Use this sheet to organise the conversation, not to replace counsel.