Estate Planning Essentials Bundle

Simplify and Organize Your Estate Planning Process

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. Whether you’re just beginning or looking to organize existing plans, these easy-to-use templates will guide you through essential considerations.

What’s Included:

1. Estate Summary Worksheet

An essential first step in estate planning is to gain a clear basic understanding of your current situation.

This free three-page estate summary collects important information about the status of your estate (such as the existence and location of key documents, assets, liabilities, and sources of income) ensuring that loved ones are aware of what exists and where to find it. 

Note: If you are looking for a comprehensive estate organization system, we recommend the CLEAR Kit.

2. Ask Three Questions Worksheet 

By asking (and saving the answers to) the following three questions, you will streamline the estate transition process for your heirs, ensure that no benefits are overlooked, and ultimately make it easier for heirs and beneficiaries during a challenging time.

Why Choose This Bundle:

✅ Essential Tools: The foundational documents you need for effective estate planning.
✅ Clarity and Organization: Simplify complex information for you and your loved ones.
✅ Easy to Use: Clear, fill-in-the-blank templates to help you get started quickly.
✅ Peace of Mind: Ensure your wishes are documented and easy to find when needed.

Disclaimer: These templates are for informational purposes only and do not constitute legal advice. Consult a qualified attorney to ensure compliance with your state laws.