Don't leave your family guessing. Leave them a plan.
Planning your estate is one of the most loving things you can do for the people you care about. The Corporate Bundles Complete Will Kit gives you everything you need to document your wishes, organize your assets, and protect your legacy — all in one professionally designed, easy-to-use kit.
Whether you're creating your first will or updating an existing one, this kit walks you through every step with clear instructions, structured templates, and expert guidance built in.
What's Included:
✅ Last Will & Testament Template — A comprehensive 12-article legal template covering declarations, executor appointment, specific bequests, residuary estate, guardianship, trusts for minors, funeral wishes, and full witness & notary attestation blocks
✅ Comprehensive Asset Inventory — Organized tables for every asset category: real estate, bank accounts, investments, retirement accounts, life insurance, vehicles, business interests, digital assets, and liabilities
✅ Beneficiary Register — Detailed profiles for up to 8 beneficiaries, including alternates
✅ Guardian Designation Form — Appoint guardians for your children and document your parenting values and wishes for their upbringing
✅ Digital Asset Log — Securely reference your email accounts, social media, cryptocurrency wallets, financial apps, and password manager
✅ Letter of Last Instructions — A personal letter to your loved ones covering funeral preferences, key contacts, organ donation, pets, and your final message
✅ Executor's Step-by-Step Checklist — A 4-phase action plan guiding your executor from the first 72 hours through estate closing
✅ Legal Glossary — 28 key estate planning terms defined in plain English
✅ Understanding a Will Guide — Learn what a will can and cannot govern, jurisdiction requirements, and how to choose the right executor
This Kit Is Perfect For:
- Adults who want to get their affairs in order
- Parents with minor children who need to designate a guardian
- Professionals and business owners with complex assets
- Anyone who wants to reduce stress and conflict for their family
- People who have been putting this off and are finally ready to act
How It Works:
- Purchase and instantly download your kit
- Open in Microsoft Word or Google Docs
- Follow the step-by-step instructions inside
- Complete each section at your own pace
- Print, sign, witness, and store your completed will
Professionally Designed. CFP-Approved.
This kit was developed by a Financial Planner with over 25 years of experience in financial planning, estate administration, and wealth management. It reflects real-world estate planning best practices — not generic internet templates.
⚠️ Please Note: This kit is an educational and organizational tool. It does not constitute legal advice. We strongly recommend reviewing your completed will with a qualified estate planning attorney to ensure it meets the requirements of your state or jurisdiction.
File Details:
- Format: Microsoft Word (.docx) — fully editable and printable
- Compatible with: Microsoft Word 2016 and later, Google Docs, LibreOffice
- Delivery: Instant digital download
- Pages: 50+ pages of structured guidance and fillable templates
- Print-ready: US Letter size (8.5" x 11")
