The Arizona Estate Planning Checklist
A simple, printable checklist of the 12 documents and decisions every Arizona family should have in place. No legal jargon. Just the essentials, explained clearly.
What's in the checklist
A practical list of the documents and decisions that help protect your family — along with a short explanation of why each one matters.
- Last Will & Testament
Naming your executor, guardians for minor children, and clear bequests.
- Revocable Living Trust
Privately transfer assets and avoid probate. Do not forget to fund it.
- Pour-Over Will
A safety net to sweep any forgotten assets into your living trust.
- Living Will / Advance Directive
Your medical preferences in writing — life support, resuscitation, and feeding tubes.
- Durable Power of Attorney (Financial)
A trusted agent to handle bills, taxes, and accounts if you cannot.
- Medical Power of Attorney
A trusted agent to make healthcare decisions when you cannot speak for yourself.
- HIPAA Authorization
Allows your loved ones access to your medical information.
- Beneficiary Designations
Update IRAs, 401(k)s, and life insurance. These assets usually pass outside your will.
- Real Estate Deeds
Beneficiary deeds can transfer property without probate.
- Digital Asset Inventory
List important online accounts, passwords, and digital property.
- Letter of Instruction
Record funeral wishes, account locations, and important contacts for your executor.
- Annual Review
Review your plan after marriage, divorce, births, deaths, or major asset changes.
Want help putting the checklist into action?
A no-cost consultation is an easy way to understand which documents may be appropriate for your situation.