OVERLAND PARK, KS — Pearson Bollman Law has released a new educational blog post designed to help local families simplify the estate planning process, which Overland Park residents often find overwhelming. The article, "Get Organized in 2026: A Step-by-Step Estate Planning Checklist for Overland Park Families," provides a structured roadmap for families to stay organized and proactive in the year ahead.
The blog focuses on practical preparation, walking readers through a clear checklist that highlights essential documents, common oversights, and recommended planning steps. By organizing estate planning into manageable actions, the guide helps families reduce stress and avoid delays that often occur when planning is postponed.
“Many families want to plan but don’t know where to start,” a Pearson Bollman Law spokesperson said. “A checklist creates momentum and helps people feel more confident about taking that first step.”
Why a Checklist Matters in the Estate Planning Process
Core Estate Planning Documents Explained
The blog outlines the foundational tools that most estate plans rely on and explains how they work together.
These include a will to direct asset distribution and name guardians for minor children; trusts that provide flexibility and control; financial powers of attorney to manage affairs during incapacity; and advance healthcare directives that outline medical preferences.
By understanding how these documents interact, families can build a more coordinated and reliable estate plan.
Step-by-Step Guidance for Overland Park Families
Rather than focusing on theory, the article guides readers through a step-by-step estate-planning process in Overland Park. It begins with creating an inventory of assets and liabilities, followed by identifying family needs and priorities.
From there, the checklist guides families through establishing legal directives, reviewing beneficiary designations, and considering tax and asset protection strategies that align with their goals. The blog also highlights the importance of securely storing documents and sharing access information with trusted individuals.
Making Estate Planning More Manageable for Overland Park Families
Bollman Law’s latest blog reflects the firm’s focus on clarity, organization, and practical guidance. By providing families with a clear checklist, the firm aims to make the estate-planning process less overwhelming and more approachable.
“Our goal is to help families feel organized and informed,” the spokesperson added. “When people understand the process, they’re more likely to follow through.”
About Pearson Bollman Law
