Estate Planning Workbook: Inventory, Decisions, and Document Coordination

A working estate plan is built through deliberate inventory, considered decisions, and coordinated documents. This hands-on workbook walks you through each with templates designed for real situations. By the end of this course you will have an asset and beneficiary inventory, a decisions summary, a guardian and executor selection, a coordination plan with attorney consultation, and a storage approach. What you will learn: - How to inventory assets, debts, and beneficiaries - How to write a decisions summary covering major choices - How to choose executors, trustees, and guardians thoughtfully - How to align beneficiary designations with the plan - How to coordinate with an attorney for document drafting - How to store documents and inform the right people - How to schedule periodic review The course is structured as a workbook. Each module provides templates and walks through examples. The course is informational and does not substitute for licensed legal or financial advice. This course is written for adults who want a practical approach. By the end you will have replaced vague intent with a documented decisions summary.