Organize the critical decisions
Clarify what belongs in your will plan, who should be empowered to act, and which documents need attention first.
What's Inside
Every section is built around the exact decisions people usually get stuck on first.
- A will preparation checklist that helps you gather the people, property, and instructions most families need to think through before any drafting conversation begins.
- A beneficiary designation audit guide that highlights which accounts pass outside the will and why retirement plans, life insurance, and transfer-on-death settings deserve immediate review.
- A durable power of attorney guide focused on financial decision-making authority, when it matters, and what practical questions to resolve before choosing an agent.
- A healthcare directive template guide that clarifies the topics to document, how to think through medical preferences, and what loved ones need to access quickly in a crisis.
- A living trust decision tree that helps you decide whether a trust is likely worth the extra setup in your situation or whether simpler planning is enough for now.
- A digital asset access guide that covers passwords, cloud accounts, crypto, subscriptions, and account inventories so critical assets are not stranded behind missing information.
- A guardian designation worksheet for parents with minor children plus an attorney interview guide and document storage instructions so the full system is easier to finalize and maintain.
Who It's For
This is for families, parents, homeowners, and anyone with accounts or dependents who knows estate planning matters but wants to get organized before paying for a full legal engagement.
- You want to protect loved ones without walking into an attorney meeting disorganized and underprepared.
- You need to understand which accounts follow beneficiary rules instead of the will.
- You want a practical way to document guardianship, digital access, and emergency instructions in one place.
What You'll Achieve
Avoid preventable conflicts
Catch beneficiary mismatches, unclear digital access, and missing guardian designations before they create chaos.
Use legal help more efficiently
Show up prepared so attorney time is focused on actual drafting and legal judgment instead of basic fact gathering.
What Buyers Say
"The beneficiary audit alone was worth it. I had assumed my will controlled everything, and it absolutely did not."Erin C. — parent of two
Ready to stop piecing this together on your own?
Get the Estate Planning Starter Kit today and work through the same checklists, comparison guides, and templates people usually spend hours trying to build from scratch.
Buy now for $22