Everyone: Planning for Unexpected Events

Estate Planning for Everyone

Money Checklist Bundle for All Ages

Are you and your family financially prepared for a major, unexpected life event? Put your financial house in order NOW with the Estate Planning for Everyone Bundle so you and your family have less to worry about LATER.

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The Essential Planning Checklist

Organize and document essential information with this checklist.

Get started on your planning with this FREE checklist!

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Everyone money bundle

The Everyone Bundle

Over 25 Estate and Financial Planning checklists and resources to help you plan throughout life.

Check out what you get in the bundle.

Get started planning now!

$29.00

Everyone Bundle

What You Get!

The Everyone Bundle includes 27 checklists and money tools to help with your estate planning and other financial planning situations that happen throughout life.

  • Advanced Directive Checklist
  • Bill Paying Checklist
  • Before and After Loss Checklist
  • Digital and Online Accounts Sheet
  • Essential Planning Checklist
  • Estate Plan Location Sheet
  • Estate Plan and Gift Outline
  • Ethical Will Worksheet
  • Executor Checklist
  • Family Tree Worksheet
  • Final Wishes Checklist
  • Financial Checkup Quiz
  • Financial Planning Calendar
  • Having Surgery Checklist
  • Historical Net Worth Sheet
  • Information About Your Home Checklist 
  • Insurance Summary
  • Legacy LifePrint: Letters and Stories
  • My Net Worth Overview
  • Nursing Home Checklist
  • Personal Property Distribution List
  • Pets Worksheet
  • Power of Attorney Checklist
  • Safe Deposit Box Inventory Checklist
  • Ultimate Home Money Makeover Checklist
  • Writing a Death Notice or Obit
  • Writing a Will Worksheet

Start building better money habits and get financially organized with the Everyone Bundle.

Get the Everyone Bundle today!

$29.00

Download it instantly!

What others using these money tools have said:

Super helpful and easy to read!

All of the checklists are super helpful and easy to read. It’s just making time to do them that is hard but I’ve made a goal for myself to do one thing a week that hasn’t been done. I do feel good when I can check something off that I’ve already done too!

Breanna S.