Estate Planning & End-of-Life Templates
Free Resources To Help You Get Started
Estate Planning Essentials Bundle
The Estate Planning Essentials Bundle provides a FREE estate planning summary, along with a worksheet of critical questions to ask about each of your accounts, helping you organize and streamline your planning process.
Leave Your Heirs The Gift Of Organization
Executor's Summary Report
The Executor’s Summary Report gives your executor and loved ones a clear starting point to manage your estate and end-of-life affairs with confidence. Created from your input through a simple online process, it organizes vital details into a personalized, easy-to-navigate document.
Note: The Executor's Summary Report is included in CLEAR Kit orders.
Ease the Burden of Planning and Expressing Condolences
Funeral & Condolence Preparation Template Bundle
The Funeral & Condolence Preparation Template Bundle helps you navigate the difficult process of organizing final arrangements and expressing condolences with clarity and care. This bundle includes templates for coordinating funeral logistics, writing obituaries, and offering thoughtful condolences, ensuring everything is handled with respect and ease.
For Estate Executors & Administrators
Estate Executor Toolkit Template Bundle
The Estate Executor Toolkit is designed to simplify one of life’s most challenging responsibilities: managing a loved one’s estate after they pass. This comprehensive bundle provides 10 essential templates and forms needed to access, close, and transfer accounts, notify relevant parties, and fulfill your duties as an executor with confidence and clarity.
Simplify and Secure Your Charitable Legacy
Planned Giving Template Bundle
The Planned Giving Template Bundle is designed to help individuals and organizations easily document their charitable giving intentions and ensure their legacy is honored. These five essential templates provide clear and customizable documents to help ensure your charitable intentions are clearly documented, legally sound, and aligned with your legacy goals.
Organized Healthcare Records & Access
Medical & Healthcare Planning Template Bundle
The Medical & Healthcare Planning Template Bundle provides essential documents to help you manage medical decisions, authorize healthcare representatives, and ensure your healthcare preferences are honored. These templates are designed to give you peace of mind, knowing that your medical care and privacy are protected even when you can’t speak for yourself.
When Your Representative Matters
Power of Attorney Template Bundle
The Power of Attorney Template Bundle equips you with a complete set of essential documents to manage your legal, financial, and healthcare decisions effectively. Whether you're planning for unexpected circumstances or preparing for the future, this bundle covers all types of power of attorney forms, ensuring you and your loved ones are protected.
Because Grief Doesn't Stop In The Workplace
Bereavement Templates for Employees Bundle
The Bereavement Templates for Employees Bundle provides a comprehensive set of professionally crafted documents to help you navigate workplace challenges during times of grief. From leave requests to workload adjustments and resource access, this bundle ensures you can communicate your needs clearly and professionally while focusing on healing and recovery.
