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.

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


We found the Filippi Law Firm in Yelp and we were so lucky to have found them. Both Jen and Jim were kind and patient, explaining the process and addressing our concerns with a cost we felt was appropriate for the quality of the work. At all times we felt supported in the process and it could not have gone better. If you need this kind of work do yourself a favor and reach out to these folks for help. You won’t regret it.

Ron G. | Sacramento, CA

Jenn helped us with a trust account for my parents. She is very polite and thorough at doing her job she answered every question. My parents had and made them feel very welcome there. If we ever had to use the office again, we would .

Mark L. | California

My experience was perfect.

Arnett D. | Fairfield, CA

Great firm!

Rod S. | California

Very detailed in redoing our trust. I would definitely refer my friends to them.

Peg H. | Citrus Heights, CA

I was referred to Filippi Law Firm from another client, who was very happy with their services. I very thankful for the guidance given, for my “Trustee Role” for my Uncle’s Estate. It went smoothly, from start to finish.

Lillian G. | Lincoln, CA

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