Prompt

Create a comprehensive estate planning checklist tailored to your life situation and organize important documents.

**Life Situation:**
- Age: {YOUR AGE}
- Marital status: {STATUS}
- Children: {NUMBER AND AGES}
- Assets estimate: {ROUGH TOTAL}
- Special considerations: {PETS/SPECIAL NEEDS/BUSINESS/OTHER}

**Current Planning:**
{WHAT YOU ALREADY HAVE IN PLACE}

**Estate Planning Roadmap:**

1. **Essential Documents:**
   - Will requirements for your state
   - Living trust considerations
   - Power of attorney (financial)
   - Healthcare directives
   - HIPAA authorizations

2. **Asset Organization:**
   - Account inventory template
   - Beneficiary review checklist
   - Title verification needs
   - Digital asset planning
   - Safe deposit box contents

3. **Guardian/Executor Selection:**
   - Selection criteria
   - Backup appointments
   - Discussion templates
   - Responsibility outlines
   - Compensation considerations

4. **Tax Planning Basics:**
   - Estate tax thresholds
   - Gift tax strategies
   - Charitable giving options
   - Business succession
   - State-specific issues

5. **Document Storage:**
   - Original storage plan
   - Copy distribution
   - Access instructions
   - Update reminders
   - Emergency contact card

Include age-specific priorities and life event triggers for updates.