Start Your Estate Planning With Confidence
Download Your FREE Estate Planning Starter Checklist Today!
What's Inside the Checklist
Step-by-step guidance on getting started with your Estate Planning documents
Create an inventory of assets and debts
Important documents to gather
Organizer sheets to make your own lists & notes
Questions to consider before creating a will or trust
Managing your documents
Bonus: Direct links to trusted online estate planning tools
All legal documents offered are provided by Everything Living Trust
"As a mobile notary and Certified Notary Trust Delivery Agent, I’ve seen first-hand how important it is to have your documents in order. This free checklist helps you take that first step."
Linda Benningfield, Precision Notary
Frequently Asked Questions
Is this checklist legally binding?
No—it’s a planning tool for informational purposes only. It is not a legal document and is not intended to provide or replace legal advice.
Do I need a lawyer to make a will?
Not necessarily—trusted online tools like Everything Living Trust can help. However, if you have legal questions regarding your estate, it is advisable to consult an attorney.
Are you an attorney / law firm?
No. Precision Notary and its employees are not attorneys licensed to practice law in this state (WA). We are not allowed to draft legal records, give advice on legal matters, including immigration, or charge a fee for those activities.
What happens after I download the checklist?
You’ll receive instant access to the checklist via email. It’s a simple tool to help you start organizing your thoughts and documents. You’ll also get helpful follow-up emails with tips and resources to guide you through your estate planning journey.
Ready to Take the Next Step?
✔️When you're ready to create legally valid estate planning documents online, I recommend Everything Living Trust. They offer:
For those individuals and couples who wish to avoid probate, name guardians for their minor children, designate who will inherit their estate, provide for heirs with special needs, provide for minor children, name a trustee to administer their trust, and name agents to make financial and medical decisions during their lifetimes when they are unable to do so.
For those individuals or couples who want to name guardians for their minor children, designate who will inherit their estate, name an executor to administer their estate, and name agents to make financial and medical decisions during their lifetimes when they are unable to do so.
Last Will & Testament
Durable Power of Attorney
HealthCare Power of Attorney
HIPPA Release
Final Disposition Instructions
Real Estate Deeds
DISCLOSURES:
Precision Notary and its employees are not attorneys licensed to practice law in this state. We are not allowed to draft legal records, give advice on legal matters, including immigration, or charge a fee for those activities.
This page contains affiliate links, meaning I receive a commission if you decide to make a purchase through my link, at no cost to you.
All legal documents offered are provided by Everything Living Trust.
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