Estate Planning Kit

Most people avoid estate planning because it's morbid and unclear where to start — so their family inherits a scavenger hunt on top of grief. This is the before version: the ordered checklist of what to set up (will, beneficiaries, directives), the one document that tells your family where everything is, and honest flags for when you need a lawyer, not a template.

Not legal or financial advice. Wills, trusts, and directives are governed by local law — this organises the work and flags where a professional is required; it does not replace one.

What This Skill Produces

• The priority checklist — what to put in place, ordered by "if only one thing, do this"
• The document-locator sheet — the "what my family needs to find and where" document (accounts, policies, passwords vault, key contacts)
• The key decisions — the choices only you can make (executor, guardians, beneficiaries, care wishes)
• Professional-help flags — where a template is fine vs. where a lawyer/advisor is required

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