Is Your Estate Plan Elder-Law Ready?

Are You Prepared for the What-Ifs of Aging?

Elder law brings together estate planning, healthcare decisions, and long-term financial protection — all with the goal of keeping your wishes front and center. It’s not just about having a will. It’s about being prepared for the later chapters of life, including health changes, care needs, and the potential legal hurdles that can arise without the right documents in place.

This checklist offers a simple self-assessment to help you spot gaps in your current plan and understand which conversations might be worth having with an advisor or elder law attorney. From reviewing decision-makers to checking document updates and planning for care, it’s designed for seniors, caregivers, and adult children who want to plan ahead with clarity and intention.

You don’t have to know all the answers. Just start by checking the boxes that apply, and use this tool as a starting point for thoughtful, proactive planning.