Estate & Final Wishes
A clear estate is one of the kindest gifts you can leave your family. This playbook helps you organize it calmly — at your own pace — so nothing is left to scramble for.
Start small · No account needed to read this guide
One manageable first step.
List your key advisors and where your original legal papers are kept. Keep a copy of existing documents in your own secure storage (see the Records Guide), then consider a short letter about what matters most to you.
How Plans & Keepsakes helps
Help your family know what is important to you.
Keep copies of existing wills, trusts, advisor details, and written preferences in storage you control (see the Records Guide). Alongside those, draft letters and keep photos and videos in your private archive. Plans & Keepsakes does not create a legally valid estate plan.
What that looks like in everyday life
Your chosen helper can find the name of your attorney and the location of original documents. You can also print a letter or pass on a favorite story or video yourself.
What you can do with Plans & Keepsakes
Practical wishes and personal words. Both belong here.
Plans & Keepsakes guides you through organizing an existing plan and keeps private letter drafts and memories. A qualified professional is still needed to create or update legally valid documents.
An organized record of your plan
Wills, trusts, beneficiary information, and advisor details: keep a copy in your own secure storage (see the Records Guide), with notes about where originals are held.
Why it matters: Your chosen helper has a clearer starting point when looking for the right document or professional.
Letters in your own words
Write personal letters to children, a spouse, grandchildren, or other loved ones. Drafts are private to your account; print or download them when you are ready.
Why it matters: Say the things a legal document cannot: the stories, gratitude, and advice that make your relationship yours.
Photos and recorded stories
Build a collection of family photos and videos, and use story prompts to capture what matters.
Why it matters: Keep your voice and everyday memories alongside the practical plan.
What to gather
Gather what applies to your family and keep important records in storage you control (see the Records Guide). It does not need to be complete to be useful.
- Will, trust, and executor information
- Beneficiary designations
- List of accounts, assets, and debts
- Funeral and final preferences
- Letters and recordings for loved ones
- Digital account access
Organize your plans. Keep your personal story.
This guide is free to read. Create an account when you are ready to keep a home inventory and private family memories. Use this checklist while you gather records in your own storage. Playbooks and guides are general organizing guidance, not legal, financial, medical or insurance advice.
Another chapter of family life
You may also find these helpful.
Aging Parents Preparation
A gentle, organized path through the conversations and paperwork that support a parent.
Read guideAfter a Loss: First Calls & Next Steps
18 suggested calls, practical checklist tasks with responsibility labels, a page-only expense log, and optional AI suggestions for your circumstances.
Read guide