Digital Estate Planning Checklist Generator
Get a personalized digital estate planning checklist based on your specific situation. Covers 2025 best practices including Google/Apple legacy tools, modern digital asset planning, and region-specific considerations.
What is your age range?
Your age helps determine urgency and appropriate planning strategies
Frequently Asked Questions
How is this different from basic estate planning checklists?
This tool uses advanced branching logic to create a completely personalized checklist based on your specific situation. Unlike static checklists, it adapts to your family structure, asset types, business ownership, and planning goals to provide relevant, actionable recommendations.
Is my information private and secure?
Absolutely. This tool works 100% offline - all processing happens in your browser. Your answers, progress, and checklist are stored locally on your device only. No personal information is transmitted to our servers, ensuring complete privacy.
Do I need a lawyer to complete these items?
Some items can be completed on your own, while others require professional help. The checklist clearly marks which items need professional assistance and provides cost estimates. We recommend starting with the DIY items and budgeting for professional services for complex legal matters.
What if my situation changes?
You can retake the questionnaire at any time to get an updated checklist. The tool saves your progress, so you can also just update specific answers and regenerate your plan. We recommend reviewing your estate plan quarterly or whenever major life changes occur.
