A step-by-step guide covering wills, trusts, healthcare directives, and financial documents, so nothing falls through the cracks when it matters most.
The checklist walks you through each category of documents and decisions, with clear next steps.
The foundation of any estate plan — understand which tools protect your assets and your family.
What happens if you cannot make decisions for yourself? These documents help ensure your wishes are followed.
Tips for keeping your plan current and making sure your family knows where to find everything.
About the author
Cagla Basar, Esq.
Cagla serves clients throughout Southern California in the counties of Orange and Los Angeles. As an experienced estate planning attorney, she guides individuals and families to create plans that are unique to their needs and circumstances. She created this checklist to help families take the first step, with or without an attorney.
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