Estate Planning Essentials Bundle

Simplify and Organize Your Estate Planning Process

The Estate Planning Essentials Bundle provides a free estate planning summary and two key worksheets to help you organize and streamline your planning process. Whether you’re just getting started or trying to bring order to existing plans, these simple, practical tools will walk you through essential considerations.

Use code FREEBUNDLE at checkout to waive the $5 fee and get your bundle for free. We added this small charge and code step to stop spam orders. 

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. Estate Planning Pyramid Core Concepts Checklist

The Estate Planning Pyramid is a framework designed to help you build a complete estate plan from the ground up. It starts with the Core level, which includes essential documents and decisions that every adult should have in place. 

3. 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.

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