The Estate Plan Coversheet is not a substitute for making a will, living trust, power of attorney, living will or any other estate planning document. It is a form to help you organize your estate planning documents and provide a list of the key people in your estate plan. The Estate Plan Coversheet is not a legally binding document. It is an informal document designed to provide helpful information to the executor or personal representative of your estate in a quick, easy to read format.
Letter of Instruction
After you execute your estate planning documents, you should prepare a Letter of Instruction with information that will be helpful to your executor or personal representative in settling your estate. For information on how to write this type of estate planning letter, see
Letter of Instruction. A Letter of Instruction is also a document in which you can include information for your executor, heirs or beneficiaries that should not be included in your estate planning documents.
Free Estate Plan Coversheet
The Estate Plan Coversheet Form is designed to be filled in after you have executed your estate planning documents. Pennyborn.com's free Estate Plan Coversheet is shown below. Print one copy of the form, fill in the information about your estate plan, and place it in the front of your estate plan files or use it as the cover page to your estate planning documents.
When completing this document, remember to include a list of all the documents in your estate plan, such as your will, living trust, pet trust, other types of trusts, power of attorney for finances, power of attorney for health care or health care surrogate form, living will or health care directives, DNR order, and memorial preferences or last wishes.
Before storing your estate planning documents, including your last will and testament, carefully review all instructions from your estate planning attorney. Make sure your will and other estate planning documents are kept in a location recommended by your lawyer to ensure your final instructions will be followed.To view a list of other estate planning forms you may want to complete before finalizing your estate plan, go to our
free estate planning forms page.