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Estate Planning Essentials Bundle

Estate Planning Essentials Bundle

$0.00 USD
$0.00 USD
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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.

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Have Questions?
We Have Answers.

Curious about something else? Contact us or send us an email at info@buriedinwork.com.

How long will it take to receive my order?

For most orders, standard shipping typically takes 5-7 business days within the U.S., while expedited shipping options can shorten that to 2-3 business days. International orders may take longer depending on the destination. Processing times can vary, so check your confirmation email for specific details.

How can I track my order?

Once your order has been processed and shipped, you will receive an email with a tracking number. You can use this number to track your shipment's progress on our website or directly with the carrier.

What is your return policy?

We accept returns on unused products within 30 days of purchase. If you need to return an item, please contact our customer service team for assistance. Personalized or digital products are non-refundable unless there is an issue with the order.

What if I'm not satisfied with my purchase?

We stand behind the quality of our products and your satisfaction is our top priority.

That's why we offer the following:

  • 30-Day Risk-Free Trial: Try the product for 30 days. If you're not completely satisfied, simply return it for a full refund.*
  • Support: Enjoy access to our customer support team for any questions or guidance you need with your product.
  • Quality Assurance: Our products are built to last. If you experience any issues due to manufacturing defects, we'll repair or replace it at no cost to you.

*Cost of shipping not included in the refund.

Do you offer bulk discounts?

Yes, we do offer bulk discounts for larger orders, especially for organizations, companies, and groups interested in purchasing our estate planning tools, games, or CLEAR Kits. If you're interested in ordering in bulk, please contact our customer service team for more details on pricing and discount options. We’re happy to work with you to provide a tailored solution based on your needs.

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