Free Legacy, Advance Care and Estate Planning Templates
Access free templates designed to make legacy, care and estate planning clearer and easier to begin.
Explore guided formats for life stories, legacy letters, advance care wishes, funeral preferences, executor information, emergency records and essential family instructions. Each template provides a practical structure you can personalise without facing an empty page or wondering what important information you may have missed.
Explore the complete digital legacy platform to see how completed templates, uploaded documents, recordings and trusted contacts can be stored and organised securely.
Templates are an effective starting point, but they should be reviewed as circumstances change and used alongside qualified legal, financial or healthcare advice where appropriate.
Create your free vault to complete, store and build on your first legacy, care or estate-planning template.
Learn what to include in a side note to your Will. Use our free 20-section letter of wishes template, then preserve and share it securely in your free vault.
Create a statement of wishes for discretionary trust decisions covering beneficiaries and distributions, then preserve and share it securely with trustees.
Create a memorandum of wishes will for assets and executor guidance, and learn when a memorandums of wishes lawyer search should lead to legal advice.
Create an Ethical Will that preserves the beliefs, stories and lessons you want future generations to understand. Includes values, family identity, faith, money, work, relationships, mistakes, gratitude, forgiveness, social responsibility, future hopes, a worked example and a complete template.
Write a compassionate goodbye letter that leaves your family with love rather than unanswered questions. The article includes guidance for gratitude, reassurance, memories, apologies, forgiveness, individual messages, permission to grieve, hopes for the future, a worked example and a complete goodbye letter template.
See an example of a living will and learn about making a will in hospital, including treatment wishes, decision-makers, signing and secure family access.
Learn how to create a pet care schedule covering feeding, medication, routines, vet contacts, future guardians and clear instructions for trusted carers.
Create Funeral Wishes for burial or cremation, music, costs, ashes and memorial plans. Preserve, update and share them securely in your free private vault.
Write a Personal Legacy Letter to Children that gives them more than financial instructions. Includes memories, gratitude, family history, values, mistakes, life lessons, reassurance, individual messages, future milestones, a worked example and a complete writing template.
Organise the digital accounts and assets your family may need to find, preserve, transfer or close. Includes devices, email, cloud photos, social media, subscriptions, domains, online income, cryptocurrency, recovery access, privacy instructions and a complete Digital Legacy Directory template.
Build an Emergency Binder your spouse or family can use during illness, incapacity or an unexpected crisis. Includes urgent contacts, household systems, utilities, bills, insurance, documents, vehicles, children, pets, access instructions and a complete household manual.
A meaningful condolence note does more than acknowledge a death. This six-step guide helps you choose the right words, share a memory worth keeping, offer practical support and write a message the family may treasure for generations.
