Estate Planning Workbook
The Louisiana Estate Planning Workbook is a downloadable, interactive toolkit designed to guide you through the process of estate planning. This is a digital product with lifetime access.
Estate Planning has never been easier!
The Estate Planning Workbook is the ultimate companion for Louisiana estate planners.
This interactive and totally private workbook can be completed, updated, and stored with ease. Save it to your records, share it with loved ones (and estate planning lawyers!), or print it out and put it in a safe.
A big life change comes your way? Just re-open the Workbook and update the necessary info.
Each workbook is complete with the following sections:
Who Are You?
What’s Important?
What Do You Owe?
What Do You Own?
Where Do you Want Your Stuff to Go?
Who’s in Charge?
What’s Going to Happen (final wishes)
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This workbook is designed especially for the Louisiana estate planner. It’s perfect for anyone starting their estate planning journey. It doesn’t matter if you’re just starting or ready to hire a lawyer, this workbook will make the estate planning process clear and simple.
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When you purchase the Estate Planning Workbook, you’ll receive a PDF that has the link to your interactive workbook.
You’ll have lifetime access to your workbook!
You’ll be prompted to make a copy of the Google Sheets file. Once you’ve made a copy, you’ll be able to fill out the workbook on your own time.
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6 interactive tabs of estate planning stages
Full personal information section, which will serve as the basis for your estate plan
Estate planning goals journal
A personal property inventory template, complete with:
probate vs. nonprobate property
community vs. separate property
ownership interest
property types
Property dispersal interactive template.
Assign important roles like executor & powers of attorney.
Articulate your final wishes including medical preferences.
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This workbook is not an official estate plan.
However, once completed, you’ll have done a large part of the leg work.
In order to make your estate plan official, be sure to get legal documentation, complete with notary, witnesses and a review from a legal professional.