Life Happens with DeLisa

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The checklist

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You Have a Will.
Do You Need a Trust?

FOR INDIVIDUALS & FAMILIES · A REAL-LIFE SCENARIO

You want to make things easier for the people you love. Start by understanding your options—and the questions worth asking.

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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.

“I have a will. Isn’t that the same thing?”

See what's in the checklist

Patricia thought she had everything handled. Then her daughter asked whether she had a trust—and Patricia realized she wasn’t sure what her documents actually did.

Watch how getting guidance helps her understand the differences and prepare her next steps. Then use the checklist to organize your own questions.

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What do you want your plan to accomplish?

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.

You don’t have to figure it out alone.

PROACTIVE PROTECTION

A legal membership can provide access to guidance to help you understand your options and ask questions about your planning needs. The services available, including trust preparation, depend on the plan and its terms.

Let’s discuss your unique protection needs and explore the membership options available to you.

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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.

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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.