Additional Worksheets

The optional worksheets and checklists below are provided as additional tools you may use to help things run smoothly. They can help clarify your desires and add important contacts that may prove useful in what may be a stressful time for your family and friends.

These helpful documents are printable/downloadable as both .doc and .pdf files

Important Contacts - Your Will

Add contact details for your Executors and Guardians (addresses, emails, phone, and notes.)


You must complete your Will, before accessing this form.

Funeral Planning Checklist

Add additional funeral and/or memorial information that wasn't stated in your Will.


Add Details

Assign a Digital Agent

Share access to your estate documents with people you trust to help carry out your wishes.


Assign your Digital Agents

My Digital Assets

Use these planning worksheets to tell others where account assets are located.

See worksheets