Topic · Life Stage

Estate Planning Printables

Get the family ready: end-of-life wishes documents, important-papers location sheets, beneficiary worksheets, and the senior-care suite (medication, vitals, doctor appointments). Templates only — consult an attorney for jurisdiction-specific needs.

22 printables

📜Estate Planning & Legacy

All estate planning & legacy →

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.

🤝Real Estate Agent Ops

All real estate agent ops →

Buyer Needs Intake Sheet

Buyer agent intake sheet for purchase budget, target neighborhoods, non-negotiable must-haves, and lender or preapproval status before setting up MLS searches.

CMA Comparable Sales Worksheet

Listing agent CMA worksheet for subject property traits, comparable sale address and price, dollar or percent adjustments, and suggested list price range before the seller presentation.

Listing Launch Checklist

Real estate agent listing launch checklist for seller or property, photography scheduled or complete, MLS entry status, yard sign placement, and seller disclosure packet progress.

Open House Visitor Follow-Up Log

Real estate agent open house follow-up log for visitor name, property interest level, preapproval or lender status, and next touch—call, email, or showing—before leads go cold.

Past Client Touch Plan

Real estate agent past client touch plan for client name, home purchase or closing anniversary, referral conversation notes, and follow-up call or mail date for sphere-of-influence marketing.

Showing Feedback Tracker

Buyer agent showing feedback tracker for listing address, buyer reaction after the tour, main objection, and follow-up action—second showing, price talk, or remove from tour.

Transaction Milestone Tracker

Real estate transaction milestone tracker for contract ratification status, inspection period tasks, appraisal ordered or cleared, and closing checklist items for agents and transaction coordinators.