Resources for lawyers, by lawyers

Step-by-step estate planning checklist

Build standardization into your practice and save time with our free estate planning client file checklist for lawyers.

The estate planning checklist is fully editable so you can add steps that are unique to your process and make it your own.

a visual representation of eState Planner's estate planning checklist
Fully editable

Fully editable

Easily add steps to this checklist that are unique to your practice

Draft better wills

Draft better wills

Following this checklist's sections help you anticipate and detect errors

Improve your client's experience

Improve your client's experience

Share with confidence high-quality wills with your clients

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