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If you handle multiple clients estates, use this simple checklist. This is the attorneys complete estate planning checklist to handle any clients estate.First impressions are everything in life, and onboarding your new clients is no exception. Get the complete Client Intake Checklist here to learn more. Practical Law – Checklists, charts, tables, timelines and flowcharts that reflect current law and practice and help make sure you've covered all the bases. Use this checklist to get your legal and financial papers in order. A complete estate plan not only takes into account your belongings and property but also your relatives and loved ones. When contract lawyers complete a contract review, the goal is to ensure that their clients benefit from the terms of the legal contract. ____, Completed financial statements ; ____, Employment contracts ; ____, Benefits statements ; ____, Life insurance policies ; ____, Health insurance policies. ▫. Confer with outside counsel as needed.