Free Estate Planning Printables Pack — 10 PDFs Your Family Will Actually Find
Talk to a lawyer for the actual will — but bring this filled-out worksheet and pay 1/3 the hourly. The bundle covers the documents your executor will actually search for: location of the will, who gets the Vanguard, and how to log into the iCloud.
Phase 1 — Core estate documents
Start here. These four cover ~80% of estate planning for most families.
Estate Planning Master Checklist
The umbrella document — all decisions in one place, with status (drafted / signed / filed).
Open generator →Will Drafting Worksheet
Beneficiaries, executors, guardians, specific bequests, residue — what the lawyer will copy verbatim.
Open generator →Beneficiary Designation Tracker
401(k), IRA, life insurance, brokerage — the named beneficiaries override your will. Audit annually.
Open generator →Important Documents Location Sheet
Where the will, deeds, titles, passports, social security cards live. Hand to executor.
Open generator →Phase 2 — Modern essentials
The digital and personal-property documents most lawyers don't hand you.
Digital Legacy Worksheet
Email, social media, crypto, password manager, cloud storage — what to do with each.
Open generator →Letter to My Executor
Personal-tone letter explaining wishes, context, contacts — separate from the formal will.
Open generator →Personal Property Inventory
Specific items (jewelry, art, heirlooms) with named recipient — referenced by the will memorandum.
Open generator →Phase 3 — Healthcare & end-of-life
Documents that come into play before death — power of attorney, advance directive, funeral.
Power of Attorney Info Sheet
Agent, scope (financial / medical / both), springing or immediate — discuss with lawyer.
Open generator →Living Will / Advance Directive Worksheet
Resuscitation, ventilation, feeding, palliative care preferences — by scenario.
Open generator →Funeral & Disposition Pre-Planning
Burial vs cremation, service preferences, music, attendees, budget — relieves family of decisions.
Open generator →How to use the pack
- Start with the master checklist. Set a Saturday afternoon aside.
- Fill the will worksheet and beneficiary tracker. Bring both to the estate attorney — saves 2-3 billable hours.
- Do the digital legacy worksheet the same weekend. Most attorneys don't cover this and your family will need it.
- Discuss the advance directive with your spouse and primary doctor. Get it notarized.
- Store everything in the location described by the documents location sheet. Give a sealed copy to the named executor.
Important: this is preparation, not legal advice
These printables are preparation worksheets, not legal documents. Estate law varies significantly by state and country, and a will or trust drafted without an attorney is risky in most jurisdictions. The value of these sheets is not skipping a lawyer — it's arriving at the lawyer with decisions already made, which dramatically reduces billable time. Bring the will worksheetto your meeting and ask your attorney to formalize it. For medical-decision documents (advance directive, POA), follow your state's witnessing and notarization requirements.
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