A guided, plain-English worksheet that walks you through every decision in your estate plan — successor trustees, beneficiaries, healthcare agents, powers of attorney, and more — before your appointment.
Free to download. No email required.
All three contain the same workbook. Pick whichever is easiest for you — we'll walk through your answers together at your appointment either way.
Type your answers directly on your computer, tablet, or phone — no printing needed. Save it and email it back to us when you're done.
Download Fillable PDFPrefer pen and paper? Print this version, write on it at the kitchen table, and bring it with you to your appointment.
Download Print PDFLike working in Microsoft Word or Google Docs? Download the editable Word version and type as much as you want.
Download Word DocGrab whichever format suits you. It's completely free, with no signup.
Every section starts with a plain-English explanation. Leave blanks, change your mind — it's a workbook, not a test.
We go through every answer with you and fill in anything you skipped. Questions become conversations.
Eight guided sections plus a plain-English glossary — everything we need to prepare your complete estate plan.
You don't have to finish the workbook — or even start it — before talking to us. Call, email, or book a free phone consultation and we'll take it from there.
(530) 377-6884