Estate Planning Workbook
Stop dreading the "what if" conversations. Our comprehensive workbook walks you through organizing everything your family needs to know—assets, accounts, wishes, and contacts—all in one secure place.
This workbook is included with 45+ other guides in the Complete Caregiver Toolkit.
Get the Complete Toolkit — $39
You know you need to get this done. But where do you even start?
You've been meaning to organize your parent's estate information for months. But between work, caregiving, and life—it keeps getting pushed to "someday." Meanwhile, the thought of something happening and not knowing where anything is keeps you up at night.
Overwhelmed by where to start
Bank accounts, insurance policies, property deeds, passwords... the list feels endless.
Afraid you'll miss something
What if there's an account you don't know about? A beneficiary that was never updated?
No time to figure it out
You need a system that works—not another project to research and build from scratch.
Everything you need. Nothing you don't.
Our Estate Planning Workbook gives you a complete system to organize every aspect of your parent's financial and legal life.
Asset Inventory Worksheets
Track every bank account, investment, property, vehicle, and valuable—nothing falls through the cracks.
Important Contacts Directory
All attorneys, financial advisors, doctors, and agents in one place for easy reference during emergencies.
Account Access Tracker
Secure system to document login information so family can access accounts when needed.
Beneficiary Review Checklist
Make sure all retirement accounts, life insurance, and TOD designations are up to date.
Power of Attorney Guide
Checklist for financial and healthcare POA—what's needed, who to choose, how to use it.
Healthcare Directive Worksheet
Document end-of-life wishes and treatment preferences to prepare for the legal document.
Document Location Guide
Track where every important document is stored—wills, deeds, titles, insurance policies, and more.
Letter to Family Template
Space to document personal wishes, funeral preferences, and messages to loved ones.
Estate Planning Timeline
Step-by-step checklist to track progress and ensure nothing gets forgotten.
How It Works
Download Instantly
After purchase, you'll get immediate access to download the fillable PDF workbook. No waiting for shipping.
Fill In Digitally or Print
Type directly into the PDF on your computer, or print it out to fill in by hand. Work through it at your own pace.
Store Securely & Share
Keep the completed workbook in a secure location. Share access with trusted family members, your attorney, or financial advisor.
Important Disclaimer
This workbook is for organizational and educational purposes only. It does not constitute legal, financial, or tax advice. Estate planning laws vary by state and change frequently. Always consult with a licensed attorney, financial advisor, or tax professional before making estate planning decisions.
Get the Estate Planning Workbook
This workbook is included in the Complete Caregiver Toolkit along with 45+ other essential guides.
Complete Caregiver Toolkit
- Estate Planning Workbook (this guide)
- Care Coordination Binder
- Conversation Scripts Library
- + 40 more guides & templates
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Frequently Asked Questions
What format is the workbook?
It's a fillable PDF that you can complete on your computer using any PDF reader (like Adobe Reader, Preview on Mac, or your browser). You can also print it out to fill in by hand.
Does this replace a will or trust?
No. This workbook helps you organize information and prepare for meetings with estate planning professionals. You still need an attorney to create legally binding documents like wills, trusts, and powers of attorney.
Is my information secure?
The workbook is downloaded to your own computer—we don't store or have access to any of the information you enter. We recommend storing completed worksheets in a secure location (locked file cabinet, safe, or encrypted digital storage).
Can I share this with family members?
Yes! You can print copies for family members or share the PDF digitally with trusted relatives. The workbook is for your household's use.
What if I need help or have questions?
Email us at [email protected]. We're happy to help with any questions about using the workbook. For legal or financial questions, consult a professional in your area.
Ready to get organized?
Get the Estate Planning Workbook plus 45+ other essential guides in the Complete Caregiver Toolkit.
Get the Complete Toolkit — $39