Family & Care
Estate & Will Planner
This isn't about expecting the worst. It's about protecting the people you love most.
Made for
For anyone newly single, a new parent, or simply taking charge of life. You're not being morbid, you're being powerful, and you're giving the people you love most a roadmap they can actually follow.
What's inside
- Quick Start: Your Top 3 Priority Actions (Will, Power of Attorney, Guardian)
- Progress Tracker across all 9 sections so even partial progress feels like a win
- Will and Legal Documents tracker (Living Will, Advance Directive, POA Medical, POA Financial, Last Will and Testament)
- Executor and Guardian Information with Primary and Backup contacts
- Guardian for Minor Children directory, including the conversation-had checkbox
- Financial Overview of accounts, investments, and assets
- Digital Legacy section for the accounts and passwords your family will need
- Property and Possessions inventory
- End-of-Life Wishes, written gently in your own words
- Important Contacts, Location of Everything, and a Review Schedule to keep it current
You don’t have to do everything at once. Start with the top 3: your Will, Power of Attorney, and Guardianship Designation. Those three alone will give your family enormous clarity. From there, you’ll work through nine gentle sections at your own pace, watching a simple Progress Tracker turn “Not Started” into momentum. Even completing 3 of 9 sections puts you ahead of 90% of people.
Inside, you’ll gather everything in one place: your legal documents (Living Will, Advance Directives, both Powers of Attorney, and your Last Will and Testament), the people you trust to step in (executors, backup executors, guardians for minor children, with a checkbox for whether you’ve actually had the conversation), a Financial Overview, a Digital Legacy section for the accounts and passwords your loved ones will need, a Property and Possessions inventory, End-of-Life Wishes, Important Contacts, a Location of Everything page, and a Review Schedule so this plan grows with your life.
This template is for organizational purposes only and does not constitute legal advice, please consult an attorney for your specific situation. You’re not being morbid. You’re being powerful.
