An organizing workbook for U.S. readers preparing an estate-planning discussion: goals, people, roles, assets, existing documents, questions and follow-up. Includes a one-page meeting summary. The full workbook is 21 US Letter pages or 19 A4 pages.
Free public working edition 0.3 — November 2, 2026. Published for use and further refinement. Editorial and reader review continue.
This workbook has not received qualified legal review. It is an informational organizing aid, not legal advice, a will, a trust or another legal instrument. Laws and circumstances differ; take legal questions to an attorney licensed for the relevant jurisdiction. Do not enter passwords, full account numbers or government identification numbers.
Download your working files
Choose US Letter or A4 for your paper size. Download the fillable PDF before entering answers; save a copy, reopen it and inspect your answers. Use the editable Word copy or a continuation sheet for longer responses.
Estate Prep Letter Print v0.3 (PDF)
Estate Prep Working Edition v0.3 (Word)
Estate Meeting Summary A4 v0.3 (PDF)
Estate Prep A4 Print v0.3 (PDF)
Estate Prep A4 Fillable v0.3 (PDF)
Estate Prep Letter Fillable v0.3 (PDF)
Estate Meeting Summary Letter v0.3 (PDF)
Reading and review notes
The PDFs are not tagged. No PDF/UA or screen-reader compliance is claimed. Automated file checks do not replace native-app, assistive-technology or physical-print testing. Test one page before printing a full pack. Completed worksheets stay with you; do not send private responses to DTP.