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Estate Planning Needs Checklist

Answer 8 questions about your situation and get a personalised list of exactly which estate planning documents you need — and why.

Massachusetts-Specific Updates Live as You Answer No data saved

How This Works

Estate planning is not one-size-fits-all. A single person with no dependents needs a very different set of documents than a business owner with minor children and a family member on Medicaid. Answer the questions below — your personalised checklist updates automatically on the right as you go.

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Family & Dependants
1 Do you have minor children (under 18), or are you expecting to?
2 Do you have a spouse, domestic partner, or someone who is financially dependent on you?
Assets & Property
3 Do you own real estate, retirement accounts, life insurance, or other significant financial assets?
4 Do you own or co-own a business, professional practice, or have a partnership interest?
Health & Incapacity
5 If you were hospitalised or incapacitated tomorrow, do you have someone legally designated to make medical decisions and manage your finances on your behalf?
6 Do you have a family member with a disability, developmental condition, or mental health diagnosis who receives (or may receive) government benefits such as SSI or MassHealth?
Long-Term Care & MassHealth
7 Are you concerned about the cost of long-term care (nursing home, assisted living) or protecting your assets from MassHealth spend-down requirements in the future?
End-of-Life Wishes
8 Do you have specific wishes about end-of-life medical care — resuscitation, life support, hospice preferences — that you want legally documented beyond a standard Healthcare Proxy?

Your Documents

0 identified

Answer the questions on the left — your personalised checklist will appear here as you go.

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Ready to Put Your Plan in Place?

Most people are surprised by how straightforward the process is. A single appointment is often enough to understand exactly what you need — and what it costs.

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