--- title: Download our Estate Planning Checklist! description: Protect your assets and loved ones with an estate plan. Download our Estate Planning Checklist for step-by-step guidance and get started today! image: https://content.cpsinvest.com/hubfs/CPSIA_EstatePlanningChecklist_HomepageAnnouncement_image.png --- ![header shape](https://content.cpsinvest.com/hubfs/raw_assets/public/CPS_Investment_February2023/images/header-shape.png) ![header illustration arc](https://content.cpsinvest.com/hubfs/raw_assets/public/CPS_Investment_February2023/images/header-arc-shape.svg) [![CPS Invest](https://content.cpsinvest.com/hubfs/CPS_Investment_February2023/images/header-logo.svg) ![CPS Invest slogan ](https://content.cpsinvest.com/hubfs/CPS_Investment_February2023/images/header-logo-slogan.svg)](https://cpsinvest.com/) # Start Creating Your Estate Plan! ![CPSIA\_EstatePlanningChecklist\_LP\_image](https://content.cpsinvest.com/hs-fs/hubfs/CPSIA_EstatePlanningChecklist_LP_image.png?width=1667&name=CPSIA_EstatePlanningChecklist_LP_image.png "CPSIA_EstatePlanningChecklist_LP_image") ### CREATE YOUR ESTATE PLAN TO PROTECT YOUR ASSETS, WISHES, AND LOVED ONES. Creating an estate plan is a caring task that you can do for yourself and your family members. An estate plan can protect your assets and ensure your wishes are followed through, but it also reduces future stress and headaches for your loved ones. Despite its numerous benefits, 2 out of 3 Americans don't have an estate plan. If you don't have an estate plan yet, it's time to start creating one! Our Estate Planning Checklist breaks down the process, offering step-by-step guidance for creating your plan. Fill out the form below to download your checklist today! ## Download Your Estate Planning Checklist Below! Our Estate Planning Checklist is just a few clicks away. Complete the information below to download now! [![CPS Invest](https://content.cpsinvest.com/hubfs/raw_assets/public/CPS_Investment_February2023/images/footer-logo.png "CPS Invest")](https://cpsinvest.com/) ©2026 CPS Investment Advisors. All Rights Reserved. [205 East Orange Street, Suite 310 | Lakeland FL 33801](https://goo.gl/maps/uamZJfmYafoQt38u7) TEL [863-688-1725](tel:863-688-1725) | FAX [888-972-5548](fax:888-972-5548) - - - - [Careers](https://cpsinvest.com/careers/) - [Privacy Policy](https://cpsinvest.com/wp-content/uploads/2023/10/PrivacyPolicy_CPSIA_WEB.pdf) - [Terms of Use](https://cpsinvest.com/wp-content/uploads/2023/10/TermsOfUse_CPSIA_WEB.pdf) - [Customer Relationship Summary](https://cpsinvest.com/wp-content/uploads/2023/10/Form_CRS_CPSIA_WEB.pdf) - [Firm Brochure](https://cpsinvest.com/wp-content/uploads/2026/07/Part-2A-CPS-20260320.pdf)