The Family Readiness Planner
by Sword & Shield Estate Planning
One toolkit to organize everything your loved ones will need — so they can focus on each other, not paperwork.
Bank accounts. Insurance policies. Passwords. What you would have wanted. Too often, grieving families spend weeks digging through drawers and inboxes trying to piece it all together. A little organizing today spares them that burden tomorrow.
Six practical pieces, one calm plan.
Accounts, policies, contacts, passwords and documents — all in one place.
A guided letter telling your family exactly where to start.
Record your preferences for services, arrangements and keepsakes.
Make sure every account and policy names the right people.
See clearly which conversations to have with a professional.
A calm, step-by-step plan for the first 30 days.
$37
All six printable pieces, instant download.
Most guidance
$97
Everything in the Family Readiness Planner, plus videos walking you through each piece step by step.
No. The Family Readiness Planner is for organization and education only. It does not create a will, trust or any legal document. For legal advice, please consult a licensed attorney.
Yes. You'll get instant access to download the Family Readiness Planner right after purchase, and your download page link keeps working for life.
Possibly. The Estate Planning Readiness Checklist helps you decide which documents you may need and what to discuss with an attorney.
Many trusts are signed and never funded. We'll help make sure your accounts and property are actually in yours.
See Trust Funding + Legacy Vault