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Who it’s for:
- People who want clarity and organization around assets, beneficiaries, and wishes without getting overwhelmed
- Parents/guardians who want to name guardians and document care preferences for children or dependents
- Adults 55+ who want a clear plan for healthcare decisions, future living considerations, and legacy planning
What’s inside:
- Estate planning made simple (what it is, why it matters)
- Guided prompts to clarify your values and wishes
- Asset + beneficiary organization (so nothing slips through cracks)
- Guardianship planning for children/dependents
- Power of Attorney + healthcare directives support
- Wills vs. trusts overview + planning templates
- Checklists + resources to keep everything updated
How to Use It
1. Set aside a focused session and start with the prompts so your decisions come from your values (not panic).
2. Fill in the charts as you gather account details, key contacts, beneficiaries, and guardian/POA options.
3. Use it as your master organizer, then bring it to an attorney if/when needed, and revisit after major life events (or every 2–3 years).
Thank you for your purchase. Your workbook will be delivered to your email within 2 hours. If you don’t see it, check spam or contact us.
FAQ
This workbook is for educational and personal organization purposes only. It is not legal, tax, or financial advice. Laws vary by state and circumstance. Consult a licensed attorney or qualified financial professional before signing or executing documents.