Estate Planning Organizer

A guided inventory of the documents, designations, and decisions that make up an estate plan. Answer a short triage, get a complexity read, then a personalized checklist of what’s in place and what’s missing — ready to hand to your attorney and CPA.

T&T Capital Management is an investment adviser, not a law firm. We don’t draft wills or trusts. What we do is help you organize and coordinate the whole picture — so the time you spend with your estate attorney is efficient and nothing falls through the cracks. This organizer is the conversation-starter, not legal advice. New to estate planning? Start with the primer →

Step 1 — Tell us about your situation

This takes about a minute. It decides how detailed the rest of the organizer needs to be.

Marital statusApproximate net worth (everything)

Check anything that applies to youI have minor children (under 18)Guardianship nominations and a trust to hold assets until they're older become essential.I support a dependent with special needsA special-needs trust preserves means-tested benefits — a common and costly DIY mistake.I own a business or partnership interestSuccession, buy-sell agreements, and valuation all interact with the estate plan.I own real estate in more than one stateProperty in a second state can trigger a separate ancillary probate without planning.I have foreign assets or heirs living abroadCross-border estates add tax-treaty and reporting complexity.I have a blended family (stepchildren, prior marriage)Balancing a current spouse and children from a prior relationship is one of the hardest planning problems.I intend to leave assets to charityCharitable trusts and bequests can be coordinated for both impact and tax efficiency.I expect my estate to owe federal or state estate taxEstate-tax exposure pulls in gifting, life-insurance trusts, and residence planning.I already have a will or trust in placeExisting documents still need periodic review — laws and lives both change.

Free, no email required for this step.

T&T Capital Management is an SEC-registered investment adviser (CRD #158407). This organizer does not constitute legal or tax advice and is not a substitute for working with a licensed estate attorney. To talk with us about coordinating your plan, schedule a free consultation.