Estate Planning Workbook
Organize your estate planning questions with this simple-to-use workbook.
This spreadsheet includes:
- a checklist of estate planning tasks
- last will & testament considerations
- medical power of attorney considerations
- financial power of attorney considerations
This workbook is completely and easily customizable. All formulas, cells, rows, columns, etc. are viewable and editable.
This is included in the Personal Finance Bundle workbook that covers everything from cash flow, debt management, income tax planning, retirement and college planning, and more! Check that bundle out here.