Your family. Your wishes. Your legacy.
Free checklist
Founder. Attorney. Mom.
Estate planning for parents
The Ultimate Legal
Protection Checklist
Protect their future before you need to.
A clear starting point for the people you love most. Explore wills, trusts, guardianship and more, so you can make informed decisions for your family.
- Know what
may be missing - Choose trusted
guardians - Understand
your options - Plan your
next steps
Get your free estate planning checklist
Enter your details to download your copy.
- Wills
& trusts - Guardian
planning - Powers of
attorney - Healthcare
wishes - Financial
planning - Business
succession - Special
situations - Family
legacy - Plan
maintenance
Inside your estate planning checklist
- Planning sections
- 5
- Planning sections
- Critical documents
- 11
- Critical documents
- Clear starting point
- 1
- Clear starting point
What’s inside
A starting point for the decisions that matter.
Know what may be missing, make informed decisions, and give your family a clear plan.
A clearer plan.
A more prepared family.
- Last Will and Testament
- Revocable Living Trust
- Financial & Healthcare Powers of Attorney
- Short-Term & Long-Term Guardians
- Beneficiaries & Property Titles
- Annual Reviews & Document Storage
Essential documents, common mistakes, red flags and next steps.
Essential documents
Understand wills, living trusts, pour-over wills and powers of attorney, with common mistakes to discuss with an attorney.
Inside: Critical documents
Guardians for your children
Consider short-term, long-term and backup guardians, plus a letter of intent and medical authorizations for caregivers.
Inside: Guardian planning
Healthcare wishes
Review healthcare powers of attorney, HIPAA authorizations and living wills so your preferences can be clearly recorded.
Inside: Healthcare decisions
Financial & asset planning
Review life insurance, retirement and bank beneficiaries, property titles and business succession planning.
Inside: Financial & asset protection
Your family's unique needs
Identify questions about special needs, blended families, digital assets and care for your pets.
Inside: Special situations
A plan that stays current
Keep track of annual reviews, major life changes, document storage and an emergency information sheet.
Inside: Maintenance plan
Three foundations of a thoughtful plan.
Understand the legal documents that record your wishes for your assets, finances and healthcare.
Consider who you trust to care for your children and act on your behalf when you cannot.
Review your plan as life changes, keep documents accessible, and share essential information with loved ones.
Start with one step, not every decision.
Read each section and note the documents or decisions you want to understand better. You do not have to have every answer today.
Bring your questions to an attorney who can help you create a plan tailored to your family. Priscilla Castlebary takes a warm, relationship-driven approach to estate planning.
Questions
Is the checklist really free?
Yes. The Ultimate Legal Protection Checklist is free to download after you submit your email. No credit card is required, and receiving marketing updates is optional.
Who is this checklist for?
It is designed for parents who want a clearer starting point for estate planning, especially families with minor children. It also covers financial planning, special situations and keeping a plan current.
Does this replace legal advice?
No. This checklist is educational, not a substitute for legal advice or completed legal documents. Consult an attorney to understand which steps fit your circumstances and applicable law.
What if I already have an estate plan?
Use the checklist to identify questions for your attorney, review beneficiaries and guardians, and consider updates after a marriage, divorce, birth of a child or significant change in assets.
Protect their future before you need to.
Get the free Ultimate Legal Protection Checklist for parents.