Estate Planning Checklist

Attorney Image By: James Filippi
Estate Planning Checklist

Creating a comprehensive estate plan is very important to ensure that your assets are disbursed in accordance with your preferences and that your loved ones are taken care of after your death. Here is a comprehensive estate planning checklist to help you through the process.

  1. Define your objectives and goals:
  1. Gather important documents, such as:
  1. List your assets:
  1. Determine beneficiaries:
  1. Elect executor and trustees:
  1. Designate a living will and healthcare proxy:
  1. Plan for taxes:
  1. Arrange digital assets:
  1. Set funeral and burial arrangements:
  1. Consult with estate planning attorneys
  1. Share your plan:
  1. Protect and store documents:
  1. Review and update:
  1. Emergency preparedness:

Estate planning is a complex process that involves many documents, extensive knowledge of the law and is highly customizable. Consult with our estate planning lawyers to ensure your legacy is protected. This checklist is a starting point and you may require additional considerations.

You might find this article helpful: 10 Reasons You Need An Estate Plan Now

Filippi Law Firm, P.C., provides legal services in estate planning, probate, trust administration, trust litigation, and personal bankruptcy in the greater Sacramento area and Placer County, with a focus in Rocklin, Roseville, Lincoln, and Granite Bay. Give us a call at (916) 333-7910 or fill out the contact form to get in touch with our office. Consultations are free, and they can be done over the phone, via Zoom, or in person at our office in Rocklin.

Satisfied Client Stories

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I had many questions regarding a trust set up by a family member that gave me power of attorney without my knowledge. This family member became incapacitated and I suddenly had a ton on my plate to deal with and no idea where to even start. I contacted the Filippi Law Firm after trying to get help from quite a few other firms and being told they weren’t interested. Well, I finally came to the right place. They answered all my questions in a timely manner, for a reasonable fee, and put my mind at ease.

Next, I will be getting help from them to update all the documents related to my own affairs. I know they will handle this in the same timely and professional manner that they showed in our previous dealings.

If you’re on the fence, don’t be. Give them a call. You won’t regret it.

Greg H. | Granite Bay, CA
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I very much appreciated working with Jen at the Filippi Law Firm. My Will is thorough and complete and I feel very good providing that for my family!

Catherine S. | Roseville, CA
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Selecting Filippi Law firm was perfect for my needs. Updating my Living Trust – every aspect of the document was clearly explained and my requests were met with sincere interest. And solutions offered to questions unanswered by the previous firm! The initial consultation was free of charge and not rushed in any way. I’m happy to recommend Filippi Law Firm with sincere confidence.

Connie B. | Lincoln, CA
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Filippi Law made every step of creating our Trust easy and seamless. I would highly recommend them to anyone!

Annie B. | Mission Viejo, CA
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We came to Filippi Law Firm needing assistance with a probate matter. Along the way my wife and I decided to get our affairs in order as well. Having never been through either process we were not very knowledgeable and in need of serious guidance. Jen, Katia, David and the rest of the team have been very informative, helpful, caring and patient with us while we navigate this unexpected journey. Thank You team Filippi!!

Jerry H. | Antelope, CA
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Walking into the Filippi Law Firm you are greeted by a friendly and welcoming receptionist. Any concerns regarding picking the right law firm are quickly erased. Jim Filippi and his staff are friendly, knowledgeable, and professional. They are extremely knowledgeable in Estate Planning, the reason for my need of an attorney. After obtaining my estate information they quickly got to work on updating my Revocable Living Trust and associated documents. Their fees were extremely reasonable for the time and effort they put forth. I highly recommend the Filippi Law Firm.

Andrew G. | Granite Bay, CA

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