Estate Planning Worksheet - your family's security tomorrow begins with planning today…
MyFamilyPlan is an Estate Planning Worksheet and Checklist that organizes all the details of your life in one place — financials, estate documents, bills, contacts, funeral instructions, postmortem planning, and more.
Should something happen to you, who will know what to do...
What is an Estate Planning Checklist?
MyFamilyPlan is your personal Estate Planning Checklist. It is delivered as a comprehensive Microsoft Excel workbook designed to support all your financial and estate planning needs. The workbook includes various worksheet tabs that cover essential items, providing templates, drop-down lists, dashboards, summaries, guidelines, instructions, checklists, reference articles, calculators, and easy navigation.
Personal, Digital, and Security Information
Personal, Digital, & Security Information
Within the estate planning checklist, you can document vital personal, digital, and security information. This includes partner/spouse details, dependent information, and emergency contacts. It also covers attorney information, safe contents, and security details such as passwords and home alarm codes. Additionally, you can record the locations of important titles and deeds.
Money, Assets, Liabilities, and Revenue/Income
Money, Assets, Liabilities, & Revenue/Income
Manage your financial landscape by documenting all assets and liabilities. The workbook allows you to include details of life insurance, revenue, and income from various sources. You can also record W2s, 1099s, tax returns, and social security information. Furthermore, it provides space to track bill payment sources, expenses, and retirement savings plans.
Legal Estate Documents
Legal Estate Documents
Organize your legal estate documents efficiently with MyFamilyPlan. Attach important legal documents, track their status, and include any ancillary or miscellaneous estate documents. You can also depict the status or disposition of these documents and add special comments for each one.
Funeral Instructions & Checklists
Funeral Instructions & Checklists
For funeral planning, the workbook helps you document pre-planning items, time-of-death checklists, and postmortem checklists. You can also record contracts, pre-payment receipts, and maintenance activities or events involving family, home, and business. Additionally, it allows you to document vendor and contractor activities relevant to these areas.
Key Contacts
Key Contacts
The workbook also includes sections for key contacts, where you can document details about contractors, friends and family, work associates, neighbors, doctors, and other professionals. You can provide comments and additional information for each contact, ensuring that all essential details are readily accessible.
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Who Benefits?
Your Family
Your spouse/partner/children will have access to all your stuff when you are gone – all of it organized in one place. MyFamilyPlan will serve as a transition playbook for your family.
Your Executor/Trustee
This person will have everything they need to probate the estate or administer the Trust in a timely and efficient manner. MyFamilyPlan will make it easy for this person to assume (or support) day-to-day management of estate affairs.
Your Financial Advisor
Everything that is documented in MyFamilyPlan is needed at some time or another by your financial professionals. Having this information organized ahead of time will save you money since it will compress cycle times.
Featured Products
One-Time Payment, Lifetime Ownership: With MyFamilyPlan, pay once and enjoy it forever—no recurring fees, just lasting value.
Everything is in One Place. Organized!
Peace of Mind
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