Every estate plan is different, but generally, the key items to consider in an estate planning checklist include: 1. Draft a will: A will is the cornerstone of your estate plan, detailing how you want your assets distributed, who will serve as the executor of your estate, and, if applicable, who will become the guardian of your minor children. Set up trusts: Trusts can help you manage your assets, minimize taxes, and protect your assets from creditors or beneficiaries with financial challenges. 2. Review beneficiary designations: Ensure that your life insurance policies, retirement accounts, and other financial assets with designated beneficiaries are up-to-date and aligned with your overall estate plan. 3. Create a durable power of attorney: This legal document allows you to appoint someone to manage your financial affairs if you become incapacitated. 4. Establish a healthcare proxy and living will: A healthcare proxy designates someone to make medical decisions on your behalf if you're unable to do so, while a living will outlines your preferences for end-of-life care. 5. Plan for potential long-term care needs: Consider options such as long-term care insurance, Medicaid planning, or setting aside funds to cover potential future care expenses. 6. Organize important documents: Compile your will, trust documents, financial records, insurance policies, and other essential paperwork in a secure location, and inform your executor or trusted family members of their whereabouts. 7. Regularly reviewing and updating your estate plan is crucial to ensure that it remains aligned with your changing personal circumstances, financial situation, and applicable laws. 8. Consulting with an estate planning attorney can help you navigate the process and develop a comprehensive plan tailored to your unique needs and goals.