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.
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.
Progress
0 of 8 answered
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?