Checklists youcan print andfill in
The parts of this that are easier on paper: what to gather, what to ask, and what to hand somebody who has to act on your behalf.
Free. We ask for an email address so we can send you the file.
Everything worth having on paper
Each of these is the companion to a guide. You do not need to read the guide to use the file.
Nothing has been published here yet. The first files will be the estate planning checklist, a guardian conversation sheet and a trust funding tracker.
So we can send you the file, and tell you when it changes.
State rules change and these sheets get updated. An address means the version in your drawer can be corrected rather than quietly going out of date. We do not sell it, we do not share it, and one click stops it.
A checklist is a good start. The documents are the finish.
Joining is free and stays free: your LQ™ Score, your recommendations and your vault, with no card.
Free forever. No card. You pay only when you want documents.