09/03/2026
How ready is your estate plan right now?
Here's a quick readiness check. Go through each item and note what you have, what's missing, and what needs to be updated.
Core documents: Do you have a will, a financial power of attorney, a health care power of attorney, and a trust if needed?
Current beneficiaries: Are the beneficiaries named on your accounts, retirement plans, and life insurance still the people you intend?
Named agents: Are the people named in your documents still the right people, willing, able, and up to date on your wishes?
Document location: Does someone you trust know where to find your original documents?
Attorney contact: Does your family know who your estate planning attorney is and how to reach them?
Account information: Would your family be able to find and access financial accounts, insurance policies, and other assets if they needed to?
If you got through that list without hesitation, your plan is in good shape. If anything gave you pause, that's worth a conversation.
What's the one item on this list you're least sure about?
Find the Gaps in Your Plan: erinedgarlegal.com/estate-plan-gaps