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Estate Planning
Readiness Checklist

22 items every Texas family needs for complete protection. Check off what you've done. See what's missing. Find out exactly where your family stands.

Estate Planning Readiness Checklist

22 items across 4 categories · Check off what you've completed

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0/22

completed

0% complete

0/8 critical items done

Your family is largely unprotected. The good news? Every gap is fixable.

Named legal guardians for minor children

Critical

Named backup (alternate) guardians

Written guardian care instructions

Emergency ID cards with babysitter instructions

Critical

Created trust(s) for children's inheritance

Documented who should NOT get custody

Want a printable PDF version of this checklist with detailed explanations?

Why This Checklist Exists

Most estate planning checklists online are either too vague to be useful or too technical to understand. We built this one specifically for Texas families with children — because that's who we serve.

Every item on this checklist represents something that could cost your family thousands of dollars, months of delays, or critical protection gaps if it's missing from your plan. The items marked “Critical” are the ones that cause the most damage when overlooked.

The good news? Every gap on this checklist is fixable. Most families can go from “nothing in place” to “fully protected” in 2-4 weeks. If you're seeing a lot of unchecked items, you're not behind — you're just getting started.

Ready to Check Everything Off?

Most families go from zero to fully protected in 2-4 weeks. Start with a free planning session — we'll review your checklist together.

Book Your Free Planning Session