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2 draft your estate plan prepare to meet with an estate planning. All information provided is strictly. Web our free personal estate planning kit is a tool for organizing your estate — saving you time, protecting your assets, and helping you establish your legacy. I'd like my free kit. Web estate planning worksheet using this organizer will assist us in designing a plan that meets your goals. Web use our asset inventory worksheet for a consolidated view of all the important details about your estate. Web estate planning covers any decisions regarding money, property, medical care, dependent care, and other matters that can arise when a person dies.