Free Legacy Planning Checklist
Ensure your family is protected and your wishes are honored.
Download our concise, attorney-crafted checklist to identify gaps in your current estate plan, organize critical documents, and give your loved ones clarity instead of confusion.
- Spot critical gaps in wills, trusts, and beneficiary designations in under 10 minutes.
- Know exactly which documents your family would need if something happened tomorrow.
- Get a clear next-step plan for meeting with an estate planning attorney.
No charge, no obligation. We'll email your checklist instantly.
Get your checklist now
Enter your best email and we'll send the Legacy Planning Checklist immediately.
By requesting the checklist, you agree to receive helpful estate planning updates from Heritage Estate Planning. You can unsubscribe anytime.
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Inside the checklist
A clear, calm roadmap for protecting your legacy.
Estate planning doesn't have to feel overwhelming. This 3-page checklist walks you step-by-step through the decisions and documents that matter most, in plain language you can actually understand.
- Will & trust essentials: what you truly need (and what you can skip).
- Beneficiary review: where hidden conflicts and outdated designations hide.
- Healthcare & incapacity planning: powers of attorney, HIPAA releases, and living wills.
- Key financial accounts & digital assets your family must be able to access.
- A simple pre-meeting worksheet to bring clarity to your attorney consultation.
You'll finish with a clear picture of where you're already protected—and exactly where a focused estate planning session could save your family time, money, and stress.
“Many of our clients tell us this checklist was the first time estate planning finally felt manageable.”
Simple next steps
From checklist to complete peace of mind.
We designed this funnel to meet you where you are today—while making it effortless to get personalized guidance when you're ready.
1. Download your checklist
Share your name and email, and we'll send the Legacy Planning Checklist straight to your inbox within seconds.
2. Complete it in 20–30 minutes
Work through each section at your own pace. Use it solo, or walk through it with your spouse or family members.
3. Schedule a planning session
When you are ready, use the link we send to schedule a complimentary Legacy Strategy Session to review your checklist with an attorney.
Meet Heritage Estate Planning
Compassionate, practical guidance for every stage of life.
At Black Oak, we focus exclusively on helping individuals and families create clear, effective plans for the future. No scare tactics. No confusing legal jargon. Just straightforward advice and documents that work when your family needs them most.
We created the Legacy Planning Checklist as a simple first step—whether you're just starting to think about a will or revisiting documents you signed years ago.
- Flat-fee, transparent pricing for most estate plans.
- In-person and virtual meetings available.
- Family-friendly hours and flexible scheduling.
Client stories
“We finally felt like we had a plan.”
Estate planning is personal. Here’s how the process felt for families we’ve worked with.
“The checklist helped us get on the same page before our meeting. Instead of wasting time figuring out what we wanted, we could focus on making smart decisions for our kids.”
— Rachel & David M.
“I had put off updating my will for years. Working through Heritage’s checklist on a Sunday afternoon made me realize what was missing and gave me the push I needed to schedule a session.”
— Jonathan S.
“The Legacy Strategy Session was low-pressure and incredibly helpful. We left with a clear plan and felt like our concerns were truly heard.”
— Elaine & Mark R.
Questions & answers
Is this the right first step for you?
If you're not sure whether your current documents are up to date—or you haven’t started at all—the Legacy Planning Checklist is designed exactly for you.
It’s free, easy to understand, and you’re in complete control of whether and when you take the next step to schedule a planning session.
Does downloading the checklist obligate me to hire you?
No. The checklist is a free resource meant to educate and empower you. You are welcome to use it on your own or with any attorney you choose. If you decide you'd like our help, you can schedule a complimentary Legacy Strategy Session when it’s convenient for you.
What happens after I request the checklist?
You’ll receive an email with a secure link to download the PDF checklist. Over the next few days, we’ll also share a short series of educational emails to help you work through it. At any point, you can reply with questions or use the link we provide to schedule a planning session.
Is this relevant if I already have a will or trust?
Yes. Many of our clients already had documents in place, but they were outdated or incomplete. The checklist helps you identify whether your current plan still matches your wishes, the law, and your family’s current situation.
What does a Legacy Strategy Session include?
In this 30–45 minute meeting, we review your completed checklist, discuss your goals and concerns, and outline your planning options. There is no pressure and no surprise fees. If you choose to work with us, we’ll clearly explain recommended options and flat-fee pricing before any work begins.
Start your legacy planning today.
Download the Legacy Planning Checklist now. Once you’ve worked through it, you’ll have the option to schedule a complimentary Legacy Strategy Session with Heritage Estate Planning—no pressure, just clarity.
Prefer to talk first? Use the scheduling link in your confirmation email to book a time that works for you.