Estate Planning Checklist for the New Year (2026)
The start of a new year is the ideal time to review your legal and financial affairs. This estate planning checklist for the new year outlines eight essential steps you can take to protect your family, your assets, and your peace of mind in 2026 and beyond. If you have not reviewed your will recently, updated your beneficiary designations, or organized your important documents, now is the time to start fresh.












