"What to Gather Before Starting Your Estate Plan" is a helpful one-page checklist created by ALH Law Group to walk you through the types of information and documents you'll need to begin the estate planning process. You don’t need everything at once — this guide simply helps you know what to expect and how to prepare.
Whether you prefer to:
- Make your own list first,
- Review what’s needed before diving into the questionnaire, or
- Answer the questionnaire directly,
this guide supports your approach.
