The Estate Plan Coversheet Form is designed to be filled in after you have executed your estate planning documents. To download Pennyborn Planning's free Estate Plan Coversheet, click on the PDF icon below. Print 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.
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.
