Since you have to get most of your financial information for the year sorted out and digested at tax time, you can also benefit from your organizing efforts by creating an estate plan at the same time, according to Forbes in "Make A Better Plan This Tax Season."
When doing your income taxes, you are looking at many of the same accounts you would consider when creating your estate plan. That takes care of one big step in the process. After that, you just need to gather information about your other assets that were not part of your income taxes for the year, and then take everything to an estate planning attorney.
An experienced estate planning attorney can work with you to create an estate plan that fits your unique circumstances.
Reference: Forbes (March 19, 2018) "Make A Better Plan This Tax Season."