Family Estate Planning Workbook: Documents, Guardianship, and Communication

A working family estate plan is built through deliberate documents, careful guardianship decisions, and clear communication. This hands-on workbook walks you through each with templates designed for real families. By the end of this course you will have a decisions summary, a guardianship decision document, a beneficiary alignment check, a communication plan with chosen guardians and executors, and a storage plan. What you will learn: - How to inventory assets and beneficiaries - How to choose guardians including primary, backup, and standby - How to choose executors and trustees - How to align beneficiary designations across accounts - How to discuss your wishes with chosen guardians and executors - How to coordinate with an attorney for drafting - How to store documents and inform the right people 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 parents who want practical structure. By the end you will have replaced postponement with a documented framework.