Life Happens with DeLisa

Watch the story

The checklist

Get the free review checklist

Life Has Changed Has Your Will Changed With It?

FOR INDIVIDUALS & FAMILIES · A REAL-LIFE SCENARIO

Your family, property, and relationships may look different today. Would the documents your loved ones find still reflect your wishes?

Get the free review checklist
Watch the video

Free educational checklist · Organize your documents and questions

last will and testament white printer paper
last will and testament white printer paper
Review your wishes. Prepare your questions.

Would your family find clear, current instructions?

See what's in the checklist

An older Will may name someone whose role in your life has changed, refer to property you no longer own, or leave questions about loved ones who joined your family later.

Watch why it helps to revisit your documents as life changes, then use the checklist to prepare for a conversation with qualified professionals.

WATCH THE STORY

Would your family find clear, current instructions?

A THOUGHTFUL PLACE TO START

The checklist helps you organize three areas worth bringing to a planning conversation.

Estate-Planning Review Checklist

FREE PLANNING RESOURCE

Use this checklist to identify life changes, organize information, and prepare meaningful questions about your plan.

  • Review beneficiaries, backup choices, and named decision-makers.

  • Gather information about property, accounts, and related documents.

  • Check document storage and create a practical list of next steps.

You do not have to resolve every question today. Start by knowing what you have and what needs review.

Make room for a review when life changes.

PROACTIVE PROTECTION

Marriage, divorce, new family members, a move, property purchases, and changing relationships are useful prompts to revisit your plan with qualified professionals. Keep questions together rather than trying to resolve document changes on your own.

I help individuals and families explore affordable access to legal guidance for important decisions and unexpected situations. Plan benefits vary. Let's discuss your needs and the options available.

Schedule a 20-minute conversation

Start with a clearer picture of your plan.

Watch the story, get the checklist, and prepare your questions before a crisis makes the conversation urgent.

Get the free review checklist

Educational and organizational information only; not legal, financial, insurance, or tax advice. Estate-planning laws and document requirements vary by state and circumstances. Consult qualified professionals about your situation.