No. This workbook is not the same as a Will or Trust, and it does not replace those legal documents. Instead, it’s a practical tool to help you get organized, outline your wishes, and make important information easily accessible to your loved ones. For a legally binding Will or Trust, you’ll need to work with an attorney or estate planning professional.

No, this workbook is not a legally binding document. It is meant to serve as a practical guide to help you organize important information and wishes in one place. For any legal, financial, or medical decisions, we recommend consulting with an attorney or other qualified professional to make sure your plans are legally recognized.

As much of what you’ll include in this workbook often isn’t into a Will or Trust, using this workbook will save you time, reduce stress, and give you peace of mind by keeping all important information and wishes in one organized place. It helps you prepare in advance, so your loved ones aren’t left guessing or overwhelmed during a difficult time. While it’s not a legal document, it serves as a practical guide and roadmap that makes future planning much easier for both you and your family.

The workbook is downloaded onto your computer, and can be used in a digital format or dowloaded for print. The only people who will have access to any of your personal info will be the people you share the documents with or have access to your personal computer.