Download the forms, checklists, and worksheets referenced in our books

Core Setup and Tracking Tools

These forms help a trustee get organized at the outset and keep important information in one place as administration moves forward. They are designed to make it easier to identify key documents, track assets, monitor expenses, and build a clear working record from the beginning.

Communication, Property, and Decision Tools

These forms help a trustee document communications, keep track of property-related details, and create a written record of important decisions. They are intended to support careful administration, reduce confusion, and make it easier to stay organized when multiple people, assets, and issues are involved.

Distribution and Wrap-Up Tools

These forms help a trustee prepare for distributions and organize the final steps of administration. They are designed to assist with planning, recordkeeping, and closing tasks so the trustee can complete the process in a more orderly and documented way.

Worksheets and Checklists

This downloadable set includes practical worksheets and checklists from the Revocable Living Trust Handbook to help readers get organized, think through important decisions, and follow through on the details that often matter most. 

Sample Estate Planning Worksheet
Trust Funding Checklist

Worksheets and Checklists

This downloadable set includes practical worksheets and checklists from the Estate Planning Handbook for Beginners to help readers get organized, think through important decisions, and follow through on the details that often matter most. 

Getting Started Checklist
 

Worksheets and Checklists

This downloadable set includes practical worksheets and checklists from the Executor Handbook to help readers get organized, think through important decisions, and follow through on the details that often matter most. 

Executor First Week Checklist
 

Executor First Month Checklist