Your Estate Deserves a Plan. Start Here.

Proper estate planning isn’t just for later—it’s for now.

The Confidential Estate Planning Form is a detailed, attorney-vetted document used to gather and organize essential personal, financial, and family information. Whether you're preparing for a business exit, protecting generational wealth, or planning for peace of mind, this tool is your first step.

Created for use with estate attorneys, financial advisors, and exit planners, this form simplifies the early-stage planning process and ensures nothing important is overlooked.

What You’ll Organize

This template helps you capture and prepare:

• Family structure and guardianship preferences
  
• Real estate, business, insurance, and investment holdings
  
• Outstanding liabilities and ownership details
  
• Charitable bequests, trust documents, Wills, and more
  
• Financial documents and contacts (CPAs, brokers, attorneys)
  
  

Who It’s For

This form is ideal for:

• Business owners preparing for succession or sale
  
• Families with complex assets or multi-generational wealth
  
• Professionals coordinating with attorneys, CPAs, and advisors
  
• Anyone who wants their estate handled with clarity and care
  
  

Why It Matters

Estate planning isn’t about documents—it’s about decisions.

This form helps you and your advisory team make better, faster, more aligned decisions by organizing every key piece of your financial and personal picture in one place.

When it’s time to build your Will, trust, or exit plan, you’ll already be steps ahead.