The Estate & End-of-Life Summary Workbook, formerly the Executor’s Summary Report, gives your executor and loved ones a clear, organized starting point for managing your estate and end-of-life affairs.
This 25-page Word document helps you organize essential information your executor and loved ones may need, including financial institutions, insurance providers, important contacts, digital account categories, final wishes, and other key details.
For your privacy and security, the workbook is designed to help you document what exists, where to begin, and who to contact, without requiring sensitive information such as bank account numbers, passwords, or Social Security numbers.
What You’ll Get
- An editable Word document for organizing essential estate and end-of-life information
- A clear starting point with key details about financial institutions, insurance providers, professionals, and important contacts
- Practical prompts to help your executor understand what exists and where to begin
- A tool designed to reduce confusion, save time, and provide guidance when it matters most
Benefits
- Time-Saving: Helps your executor quickly understand what exists, who to contact, and where to begin.
- Stress Reduction: Organizes important information in one place so loved ones are not left guessing during an already difficult time.
- Efficient Estate Management: Gives your executor a practical overview that can help them move forward with greater confidence.
- Clearer Guidance: Provides structured prompts to help you capture the information your loved ones may need later.
