LEGACY · ESTATE HANDOFF · FREE CHECKLIST
Estate Handoff
Organize the handoff of assets, documents, contacts, and family stories with a practical checklist.
Getting started
Work through the checklist at your own pace. It is not saved; it starts over when you close this page.
- Read through the list first.
- Check only items you have actually completed.
- Note questions for a professional outside this webpage.
Never enter passwords, account numbers, or national ID numbers on this page.
Your checklist
What Is an Estate Handoff?
An estate handoff checklist helps organize assets, important documents, contacts, and family stories so loved ones can find information and take the next steps when needed. This free checklist helps you prepare.
What This Checklist Helps You Organize
- Review and organize important asset categories.
- Record where documents are kept and list relevant contacts.
- Plan for digital accounts and password handoff securely.
- Record family stories and values you want to pass on.
Checklist Scope
This checklist is a general way to organize estate information. It is not individualized legal advice.
Checklist Scope
This free checklist helps organize an estate handoff. For information to prepare before discussing a will, see the Will Preparation Checklist.
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Frequently Asked Questions About Estate Handoff
Is this checklist a legally valid will?
No. It is a checklist for organizing information and family discussions. It does not create a will or guarantee a legal outcome.
Should I enter confidential information or account numbers here?
Never enter passwords, account numbers, or confidential documents on this website. Record only where the documents are stored.
Is the information I enter saved on a server?
No. The checklist is processed temporarily in your browser and is not saved on a server.
When should I start an estate handoff checklist?
You can start whenever you want to organize your affairs and prepare your family.
Who should know about this checklist?
Tell a spouse, child, or another trusted person where the original documents are kept.