Checklists from Elliott Stapleton

By: Elliott Stapleton

The Checklists below can be used by a Trustee, Executor, Financial Power of Attorney, or Healthcare Power of Attorney. This information is a starting point to see the overall process before securing legal advice from qualified counsel.

Note, prior to taking any actions on behalf of an estate, trust, or any third party, you must seek legal counsel. Feel free to contact Elliott with any questions.

Elliott has also created videos on these legal topics:

Contact Elliott Stapleton for more information on Estate Planning, Probate, or Trust Administration.

If you already have an Estate Plan, but you’re not sure if an update is needed, here is an Estate Plan Review Checklist. This checklist includes important items to consider when reviewing an existing plan.