Get organized, protect your family, and plan with confidence for the year ahead.

Before the year ends, take time to review your plan. This comprehensive End-of-Year 2025 Family Planning Checklist helps you identify what's complete, what needs updating, and what's missing from your plan -- so you can move into the new year with clarity and peace of mind. 

Whether you're a parent, homeowner, business owner, or caregiver, this guide walks you through each state of essential family and financial planning, including:

• Powers of Attorney - confirm you have the right people in place to make financial and healthcare decisions if you can't. 
• Guardianship Designations - protect your children with clear, legal instructions for their care. 
• Care for Pets and Dependents - make sure every member of your household is covered. 
• Wills & Trusts - ensure your estate plan reflects your current wishes and family needs.

This checklist is a simple but powerful tool to help you take stock, close gaps, and plan ahead for life's changes. 

Once you complete your checklist, schedule your Legacy Planning Session to take action on any gaps you discover.

You will receive an email link to download your checklist upon confirmation of purchase.