Client resource
Estate Planning Documentation Checklist
A practical checklist to organise wills, powers of attorney, trusts, insurance and cross-border estate themes — for conversation with qualified solicitors and tax advisers. Educational only; not legal advice.
Tick items as you go. Progress saves on this device. Print or save as PDF for counsel meetings.
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1. Personal & family context
2. Will & testament
3. Powers of attorney & incapacity
4. Trusts
5. Life insurance & protection
6. Asset & liability register
7. Cross-border estate themes
8. Business succession (if applicable)
9. Family governance links
10. Review cadence
This checklist is an educational organising tool. It does not create a will or trust, and does not replace advice from a qualified solicitor or tax adviser in each relevant jurisdiction.