Estate + Legal Document Tracker

Description

Every family has documents that hide until the worst possible moment. This 11-page tracker ends that, by recording where each one lives, not by holding the documents themselves.

What is inside (11 pages)

• Will, trust, power of attorney, advance directive
• Deeds, titles, and property records
• Life insurance and beneficiaries
• Attorney and advisor contacts
• Where each document physically lives

Who it is for

Anyone getting their estate in order, and executors who need to find everything quickly.

Format: instant digital download, ready to print or fill in on your computer. Privacy-first: you record where things are and last-4 digits only, never full passwords, PINs, or account numbers.