01 / UNDERSTAND
Start with practical choices
Read short explanations of planning roles, then consider your goals, trusted people, family, property, and healthcare wishes.
What you can do with it
A starting point for the questions on your mind.
02 / ORGANIZE
Think about the people you trust
Consider people you might trust with important planning roles. Note possibilities and questions without making every decision today.
03 / PREPARE
Make room for questions
Write down your notes and questions to bring to a future estate-planning conversation.
Workbook cover
Your Estate Planning Starting Point
Your wishes, trusted people and questions.
Type and save your notes, or print and write by hand. Use the prompts to gather your wishes, possible trusted people, and questions.
People, goals and wishes
Agents and guardians
Healthcare preferences
Notes and questions
An educational starting point. It does not select legal documents for you or replace individual legal advice.
From a local estate-planning practice
leads the firm’s estate-planning practice. SHIFT serves .
A few things to know.
Will this tell me which legal documents I need?
No. It explains a few planning roles and helps you organize your thoughts. The right documents depend on your individual situation.
Does completing it create an estate plan?
No. This workbook is an educational preparation resource. It does not create legal documents or an attorney-client relationship.
Should I send my completed answers through this page?
No. Keep your personal notes private. If you speak with the firm, ask how to share any information securely.
You don’t need every answer.
Start putting your thoughts on paper.