Organizing your estate is very complicated, and I’m telling ya right now, you need a guide. 😁 Whether you’re making this for your parents, or making this for your kids, either way there’s a ton of stuff to keep track of and this guide can help! And in my opinion, having everything in a google doc that you can access from anywhere is way better than having everything stuck in a file cabinet somewhere at home. That’s why I made the Estate Planner, and you can buy it on Etsy here!
Categories Include
- General Information
- Important Documents
- Important Contacts
- Will Information
- Health Care Surrogate / Living Will
- Durable Power of Attorney
- Professional Contacts
- Financial Information
- Funeral Requests
- Individuals to Notify
Formats
I made this guide in 2 formats, you can use the Google Doc version, and/or the ClickUp version. You will have access to both upon purchase.
Set Up Video
I walk through exactly how to get the guide on Etsy and set it up in the video below.
And that’s my Estate Planner! Do you have any questions? Let me know in the comments!
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