People delay estate planning because they don't know which documents they actually need or where to start.
A plain-English list of exactly which documents you need, and where to store them, replaces the vague get your affairs in order advice that keeps people from starting.
Backed by a 30-day money-back guarantee. If it is not useful, we will refund it, no questions asked.
Estate planning sounds like it requires a lawyer and a big decision up front, so it gets postponed indefinitely — but most people just need to know the short list of documents that actually matter and where they'll be found.
A will, financial power of attorney, and healthcare directive are the three documents almost everyone needs regardless of estate size; a plain-English gut check tells you whether a trust applies to your situation, and a where-to-store tracker records exactly where each signed document lives and who has access.
We built this after noticing estate planning gets skipped entirely or half-done, usually because nobody laid out the specific documents in plain English first.
— DaveWays
Will, power of attorney, and healthcare directive explained without legal jargon.
A plain-English gut check instead of a blanket “you probably need one” sales pitch.
A where-to-store tracker so a completed plan doesn't go missing when it's needed.
Does this replace an estate attorney?
No, it's a planning checklist to prepare for that conversation, not a legal document itself or legal advice.
Do I need a trust to use this?
No, the trust section is a gut-check to help you decide if one applies to your situation.
How often should I revisit it?
After any major life change — marriage, new child, home purchase — and at least every few years otherwise.
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Estate Planning Document Checklist (Free Preview) — download a condensed version free, no purchase required, to see if it's a fit before you buy.
Estate Planning Document Checklist is $14.99 USD, one-time payment, instant delivery, no subscription. Covered by our 30-day money-back guarantee. See our refund policy and terms.
