Estate Planning & Legacy
Master checklist, will drafting worksheet, letter to executor, beneficiary tracker, digital legacy, funeral pre-planning, power of attorney, advance directive, personal property memorandum, and important documents location sheet
Beneficiary Designation Tracker
Per-account beneficiary tracker — primary %, contingent %, last reviewed. Catches the silent drift between your will and your 401(k) form.
Digital Legacy Worksheet
Per-account access method, action (delete / memorialize / transfer), and designated person — covers email, banking, cloud storage, social, and crypto.
Estate Planning Master Checklist
20+ estate-planning items with drafted / signed / notarized / location columns — covers will, trust, POA, advance directive, and digital legacy in one sheet.
Funeral & Disposition Pre-Planning
Disposition, service style, music, readings, officiant, headstone, and obituary points — pre-decide so the family does not guess in week one.
Important Documents Location Sheet
Where every legal, financial, and medical document lives — original, copy, person-who-knows, last updated. The sheet your executor will hunt for first.
Letter to My Executor
Practical letter from you to your executor: where every document is, who to call first, and what to do at the bank, lawyer, and funeral home.
Living Will / Advance Directive Worksheet
Per-decision worksheet for life-support, hospice, organ donation, and pain management — pre-think before signing the state-specific advance directive.
Personal Property Inventory
Item-by-item memorandum of tangible personal property — recipient, backup, value, and photo location. Pairs with the will's residuary clause.
Power of Attorney Info Sheet
Per-POA: type, holder, scope, effective date, termination, and where the original lives. One row per active and backup agent.
Will Drafting Worksheet
Pre-decision worksheet for an attorney appointment — beneficiaries, executor, guardian, specific bequests, residuary estate, digital assets, and pets.