Estate Planning Organizer

Before you begin

Documents to Gather

If available, please gather your current estate-planning documents and related statements. If an item is unavailable, complete the applicable sections below using the best information available.

01 · Household

Client & Family Information

Tell us who should be considered in your estate plan.

Client

Full Legal NameDate of BirthEmailPhoneState of Legal Residence

Spouse / Partner

Full Legal NameDate of BirthEmailPhoneRelationship / Marital Status

Children, Grandchildren & Other Important Family Relationships Anyone who may require special planning considerations?

02 · Existing Plan

Estate Planning Documents

Identify documents currently in place and when they were last reviewed.

Document	In Place?	Date Signed / Reviewed	Attorney / Firm	Notes
Will
Revocable Living Trust
Irrevocable Trust
Financial Power of Attorney
Medical / Health Care Power of Attorney
Advance Medical Directive / Living Will
Community Property / Marital Agreement

Other Estate Planning DocumentsWhat prompted you to review your estate plan now?

03 · Fiduciaries

Key People & Decision Makers

List the people currently named—or being considered—to carry out your wishes.

Role	Primary	Relationship	Successor / Alternate	Notes
Executor / Personal Representative
Trustee
Financial Agent / Power of Attorney
Health Care Agent
Guardian for Minor Children

04 · Beneficiaries

Beneficiary & Legacy Intentions

Capture who you intend to benefit and any special instructions or concerns.

Beneficiary / Organization	Relationship	Approx. Share / Amount	Direct or In Trust?	Notes

Charitable Giving GoalsSpecific Gifts / BequestsAre there beneficiaries you wish to exclude, protect, or treat differently? Please explain.

05 · Assets

Estate Assets & Ownership

A high-level inventory helps identify ownership, titling and transfer considerations.

Asset / Account	Owner / Title	Approx. Value	Beneficiary / TOD / POD	Notes

Examples may include residences, investment accounts, retirement accounts, bank accounts, life insurance, annuities, business interests, real estate and significant personal property.

06 · Liabilities

Debts & Obligations

List material obligations that should be considered in the estate-planning process.

Liability	Borrower	Approx. Balance	Secured By	Notes

07 · Beneficiary Review

Accounts That Pass by Beneficiary Designation

These designations can control independently of a will, so we want to understand what is currently on file.

Account / Policy	Owner	Primary Beneficiary	Contingent Beneficiary	Last Reviewed

08 · Planning Priorities

Goals, Concerns & Legacy

Help us understand what matters most so the planning discussion stays focused on your priorities.

09 · Professional Team

Attorneys, CPAs & Other Advisors

With your permission, coordinated planning can help keep legal, tax and financial strategies aligned.

Professional	Name	Firm	Email / Phone	May WAC Coordinate?
Estate Planning Attorney
CPA / Tax Professional
Insurance Professional
Other Advisor

10 · Secure Documents

Upload Estate Planning Documents

Attach documents you would like White Aspen Capital to review alongside this organizer.

Documents attached here are submitted through the same secure workflow as the organizer. They are not placed directly into the notification email.

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Drag & drop your documents here

or browse your files

Suggested documents
Will, trust, financial power of attorney, medical directive, living will, amendments, deeds, and other estate-planning documents.

Review-version limits
PDF, Word, JPG or PNG. Up to 5 files, with a combined maximum of 4 MB for secure submission.

11 · Final Notes

Anything Else We Should Know?

Use this space for information that does not fit neatly elsewhere.

Additional Notes

White Aspen Capital can help organize and coordinate estate-planning considerations as part of your broader financial plan. Legal documents and legal advice should be prepared or provided by a qualified attorney, and tax matters should be reviewed with your tax professional.