Estate planning documents aren’t something you create once and forget about. Changes in your family, health, finances, residency—or even state and federal laws—can mean it’s time for a review.
This 2026 Estate Planning Checklist walks through important questions to consider when reviewing your plan, including whether your powers of attorney still reflect your wishes, your chosen agents and executors are still the right people for the job, your health care directives are up to date, and your original documents are stored somewhere safe and accessible.
CLICK HERE to download this checklist.
