CA Bar #249708DRE #02118273Insurance Lic #4004589M–F 9–6

Edition 2026 · Chatsworth, California

Life & Estate Planner

Everything your family will need to find — accounts, policies, documents, passwords, wishes — written down once, in one place, in your name. Fill it online, save as you go, print your personalised copy.

  • 18 sections, 169+ prompts and 27 record tables
  • Your name printed on the cover and every section
  • Work saves as you type, and you can download a backup file
  • Print to PDF at any time, as many times as you like
Edition · 2026Vol. I
LA VAKiL
Estate · Insurance · Real Estate
Life & Estate
Planner
A keepsake & working guide for your family, your assets, and your wishes.
— Licensed & Personalized To —
Your Name Here
18 Sections
Personalized PDF
★★★★★
LAESQUIRELAREALTiINSUREDLA

Get your planner

Your name is printed on the cover and on every section, so it reads as your book — not a form.

Choose an edition

Secure payment by Stripe. The planner is an organisational worksheet, not a will, trust or power of attorney, and buying it does not create an attorney–client relationship.

What is inside

Eighteen sections, written for the people you leave behind

  1. SECTION 1 · PERSONAL & FAMILY
  2. SECTION 2 · PROFESSIONAL ADVISORS & CONTACTS
  3. SECTION 3 · ASSETS & REAL ESTATE
  4. SECTION 4 · VEHICLE RECORDS
  5. SECTION 5 · BUSINESS INTERESTS
  6. SECTION 6 · DEBTS & CASH FLOW
  7. SECTION 7 · SUBSCRIPTIONS & RECURRING CHARGES
  8. SECTION 8 · INSURANCE & PROTECTION
  9. SECTION 9 · LEGAL & DECISIONS
  10. SECTION 10 · DOCUMENT CONTROL
  11. SECTION 11 · SAFE DEPOSIT BOX & HOME SAFE
  12. SECTION 12 · STORAGE UNITS & OFF-SITE PROPERTY
  13. SECTION 13 · DIGITAL LIFE
  14. SECTION 14 · MEDICAL & PERSONAL CARE
  15. SECTION 15 · VETERAN BENEFITS
  16. SECTION 16 · LEGACY & FINAL WISHES
  17. SECTION 17 · FUNERAL & FINAL ARRANGEMENTS
  18. SECTION 18 · NOTES & MESSAGES

What this planner is — and is not

The planner is an organisational worksheet. It is not a will, a trust, a power of attorney or a healthcare directive, and filling it in does not transfer assets or name legal guardians. It does not create an attorney–client relationship. When you are ready for the legal documents themselves, start with a free 10-minute review.