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Free Legacy, Care & Estate Planning Templates

Useful templates and practical starting points for legacy, care and estate planning conversations. Find clear, practical guidance and take the next step with more confidence.

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Free Legacy, Care & Estate Planning Templates. Practical guidance, gathered in one place.

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Free Legacy, Care & Estate Planning Templates
Free Legacy, Care & Estate Planning Templates

Useful templates and practical starting points for legacy, care and estate planning conversations.

140 articles
Topic guideAdvance Care Directives Helpful ResourcesExplore practical Evaheld guidance on advance care directives helpful resources, with thoughtful next steps for you and the people you care about.15 articles Topic guideCommunicating Your End-of-Life Wishes ClearlyExplore practical Evaheld guidance on communicating your end-of-life wishes clearly, with thoughtful next steps for you and the people you care about.6 articles Topic guideDigital Legacy: Digitisation And PreservationExplore practical Evaheld guidance on digital legacy: digitisation and preservation, with thoughtful next steps for you and the people you care about.14 articles Topic guideEnd of Life: Planning, Support & MeaningExplore practical Evaheld guidance on end of life: planning, support & meaning, with thoughtful next steps for you and the people you care about.5 articles Topic guideGet Your Affairs In Order Easily with Your Custom VaultExplore practical Evaheld guidance on get your affairs in order easily with your custom vault, with thoughtful next steps for you and the people you care about.14 articles Topic guideHow to Write a Legacy LetterExplore practical Evaheld guidance on how to write a legacy letter, with thoughtful next steps for you and the people you care about.14 articles Topic guideMemorialisation Resources For Lasting TributesExplore practical Evaheld guidance on memorialisation resources for lasting tributes, with thoughtful next steps for you and the people you care about.15 articles Topic guideWill and Estate Planning Knowledge HubExplore practical Evaheld guidance on will and estate planning knowledge hub, with thoughtful next steps for you and the people you care about.57 articles

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Free Funeral Wishes Template for Your Family

Free Legacy, Care & Estate Planning Templates

Free Funeral Wishes Template for Your FamilyUse a free funeral wishes template to record burial or cremation, ceremony, music, costs, contacts, memorial plans and family guidance.
How to Create a Pet Care Schedule

Free Legacy, Care & Estate Planning Templates

How to Create a Pet Care ScheduleUse a practical pet care schedule and instructions template to record feeding, medication, routines, contacts and emergency information.

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The voices behind the guidance

Meet our featured authors.

Meet the Evaheld authors and contributors featured in Free Estate Planning Templates & Checklists. Learn about the people whose knowledge, experience and perspectives inform the articles and resources in this collection.

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Founder perspective

Michelle Gomes

Founder & CEO, Evaheld

On Evaheld’s origins, its mission and the importance of preparing for the people we love.

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Practical guidance

Evaheld Editorial Team

Product & educational content

Clear explanations of Evaheld features, digital legacy planning and everyday steps you can take.

Specialist perspectives

Expert Contributors

Professional insights

Professional insights across Story & Legacy, Health & Care, Estate Planning, and everything to do with legacy preservation.

A GIFT THAT HELPS THEM PREPARE

Give your family more than answers.
Give them a place to keep what matters.

The guidance in Free Legacy, Care & Estate Planning Templates can become a thoughtful next step: a private place for stories, wishes, documents and the information people may need one day.

A MEANINGFUL PLACE TO BEGIN

“What would make life easier for the people I love?”

A GIFT FOR THE PEOPLE YOU LOVE
THEIR VOICE

The voice you know by heart.

Give them a way to preserve their familiar voice, favourite stories and little pieces of wisdom for those they love.