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.
Create a clear side note to your Will with a complete 20-section letter of wishes template. Includes guidance for executors, trustees and guardians, sensitive decisions, immediate priorities, dependants, pets, digital assets, funeral wishes and secure sharing.
Create a complete statement of wishes for a discretionary trust, with detailed trustee guidance for beneficiaries, distributions, vulnerability, tax and succession.
Give your executor practical guidance for identifying and managing specific assets without replacing your Will. Includes ownership, jewellery, property, vehicles, shares, businesses, intellectual property, digital assets, family loans, debts, valuations, substitute recipients, fallback outcomes and a complete 20-section template.
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.
Learn how to write a Living Will that clearly records your treatment preferences and definition of acceptable care. Includes CPR, ventilation, artificial feeding, dementia, terminal illness, pain relief, comfort care, organ donation, medical decision-makers, execution guidance and a complete Living Will template.
Give temporary carers and future guardians everything they need to care for your pet, from daily routines and medical needs to emergency decisions, comfort preferences, travel, insurance and veterinary details—all in one complete dog or cat care template.
Record the funeral and memorial details your family should not have to guess. Includes burial or cremation, cultural and religious preferences, service format, music, readings, speakers, guests, costs, obituary details, ashes, memorial plans and a complete Funeral Wishes template.
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.