estate-planning

Estate Planning Starter Kit: 5 Documents That Protect Your Family

Name: Estate Planning Starter Kit: 5 Documents That Protect Your Family
Brand: Wingman Protocol
SKU: estate-planning-starter-kit
Price: 27 USD
Availability: InStock

$27

Organize the five core planning documents that keep your wishes clear when your family needs them most.

Digital download • instant access • worksheet + planner format

Estate planning gets delayed because it feels legal, emotional, and easy to postpone until life becomes less busy. Unfortunately, the moments when it matters most rarely arrive on a convenient schedule.

This starter kit helps you gather decisions, account details, beneficiary information, and document prep notes before a crisis turns basic planning into a scramble.

What's Inside

A 30-item will preparation checklist covering guardians, wishes, key names, and attorney prep details.
A beneficiary designation audit worksheet for retirement, insurance, and transfer-on-death accounts.
A power of attorney preparation guide that clarifies when financial authority matters and which responsibilities should be thought through in advance.
A healthcare directive template guide with prompts for treatment preferences, communication wishes, and the people who may need to advocate for you.
A trust-versus-will decision framework that helps you compare complexity, probate concerns, minor children issues, and ongoing administration needs.
An estate inventory worksheet for assets, liabilities, contacts, and digital accounts.
An executor instruction letter template that spells out practical next steps, locations of records, and who should be contacted first.

What You'll Achieve

Know which five core planning documents deserve immediate attention first.
Audit beneficiary designations so titled assets do not quietly undermine your plan.
Walk into an attorney meeting with organized notes, records, and decision points already mapped.
Create a cleaner estate inventory for family members and future executors.
Reduce the odds that a health event or death leaves your family sorting through avoidable confusion.

How to Use It

Collect your account data. Use the inventory worksheets to gather assets, debts, digital accounts, beneficiaries, and contact information in one place.
Prepare the decisions. Work through guardian, medical, and fiduciary prompts before you draft or update the formal documents.
Package the instructions. Create the executor letter and document checklist so your family knows what exists, where it lives, and what comes next.

Get Instant Access to Estate Planning Starter Kit: 5 Documents That Protect Your Family

Download immediately after checkout and start using the worksheets today.

Buy Now → $27

✓ Instant delivery • ✓ Practical templates • ✓ Built for clear money decisions