Free Estate Planning Starter Kit

Inside this free Starter Kit, you’ll get clear, practical guidance to help you understand estate planning and get organized — without legal jargon.

Created by the American Estate Planning Series® — trusted, plain-English estate planning education.

You’ll receive:

  • A plain-English explanation of what happens if you die without a will

  • An overview of the four key estate planning documents most families need

  • Common estate planning mistakes to avoid

  • A simple readiness checklist to help you see what you already have — and what may be missing

  • A personal organizer to list important family information, decision-makers, accounts, and assets

  • An explanation of why estate planning rules vary by state and why state-specific guidance matters

This Starter Kit is designed to help you feel informed, prepared, and confident before taking the next step.

Who This Starter Kit Is For

This Starter Kit is for you if:

  • You want to understand estate planning in plain English

  • You’re just getting started or aren’t sure if your current plan is complete

  • You want to protect your family and avoid common mistakes

  • You’d like to get organized before meeting with an attorney

This Starter Kit is not for you if:

  • You need legal advice for a specific situation

  • You are dealing with a dispute, emergency, or contested matter

This guide is for general educational purposes only and does not replace advice from an attorney licensed in your state.