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6-Step Family Inheritance Plan Builder

Step 1: Family, Personal Note & Trusted Contacts

Tell your family who this playbook is for and who they should call first so they don't try to figure it out alone.

Your Name (Plan Holder)

Plan Date

Intended Heirs (Spouse, Children, or Family Trust)

Personal Reassurance Note (Appears on Page 1 right below the Anti-Scam Shield)

Estate Attorney / Executor Name

Law Firm / Organization

Attorney Phone

Where the Signed Will / Trust Is Stored

Someone you trust to guide your family through the steps without ever being handed the seed words alone.

Step 1 of 6