The Heritage Estate Planner

The Heritage Estate Planner brings all the essentials of estate planning into one clear, organized system.

Designed for individuals and families who want to understand what they have, where it is, and how it should be handled, this planner focuses on the information that actually matters when it’s needed.

It replaces scattered notes, folders, and guesswork with a single, structured reference you can update over time. Inside, you’ll find:

• Organized sections for personal, family, and contact information
• Clear inventories for bank accounts, retirement plans, investments, real estate, businesses, and insurance
• A practical overview of core estate documents and where they are stored
• Guidance for digital assets and modern accounts
• Annual review checklists to keep everything current
• The Heritage Planner is suitable for a wide range of situations—from straightforward estates to more complex ones—and can stand on its own as a complete organizational system.

For those who want deeper guidance for complex assets, business interests, or executor responsibilities, The Executive Estate Planner & Executor Companion Guide builds on this foundation with advanced planning frameworks and real-world execution support.

This planner does not replace legal documents. It helps ensure the right information is clear, accessible, and ready when it’s needed.