Resources

Estate and Legacy Planning

Plain forms and spreadsheets for putting your affairs in order and for the people who will one day settle them.

These resources help you record where things are, what you own and owe, what you would like to happen and what has been done, so that family or executors are not left guessing. Every sheet is a blank template: no legal wording, rates, thresholds or advice are supplied, and any figures or totals come only from what you enter.

25 resources · every one as a printable and fillable PDF in A4 and US Letter, and online · 13 with an Excel workbook.

What every resource here includes

• A printable PDF laid out for both A4 and US Letter, with room to write.
• A fillable PDF with real form fields, for typing into and saving.
• A version on the page itself that you can fill in, print and download — kept only in your own browser.
• Where there is arithmetic, an Excel workbook whose grey cells work themselves out.
• No account, no email address, no watermark, and a licence that lets you use it at work.

Other categories

• Home and property records — The planner, calendar, inventory and register for the building itself and everything in it.
• Cleaning and organisation — Daily, weekly and monthly routines, room-by-room deep cleans, a decluttering challenge and the chore chart that shares the work out.
• Finance, budgeting and money — Budgets that add up, bills on a calendar, debts counted down and savings counted up.
• Vehicles and transport — Service history, mileage, fuel, running costs, tyres, insurance and tax — for one vehicle or a small fleet.
• Garden, outdoor and equipment — Planting, harvest, lawn, plant care, and the tools and machines in the shed.
• Pets and animals — Medical and vaccination records, medication, feeding, training, grooming, costs and the sheet you leave for the sitter.
• Rental property and landlord — Income and expenses, rent received, inspections, inventories at both ends of a tenancy, and the annual compliance round.
• Business and work — Invoices and estimates that add up, expenses, customers, jobs, stock, mileage, hours and a monthly profit and loss.
• Personal planning and lifestyle — Daily, weekly and monthly planning, habits, meals, fitness, reading, travel and goals.
• Safety, records and practical forms — Emergency preparedness, the documents and policies register, security and fire checks, damage and incident records — and two generators for the sheet nobody sells.
• Inspections and safety checks — Dated, signed inspection rounds for buildings, equipment, vehicles and premises — each one counting what passed and what did not.
• Inventories and stocktakes — Count it, price it, total it — stocktakes and asset inventories for the places that hold a lot of things worth money.
• Job sheets and work orders — The sheet that goes out with the van: what was wrong, what was done, parts and hours, signed off by the customer.
• Logs and record sheets — Dated lines in a book: deliveries in, calls taken, hours run, output made, waste weighed — each one adding itself up.
• Animal health records — Vaccinations and boosters, vet visits, treatments, weights and the paperwork that follows an animal between owners, kennels and yards.
• Health and medical records — Your own copy of your own medical history: what you take, what you were told, what was measured and when you next go back.
• Baby and childcare — The first year written down — feeds, nappies, sleep and milestones — plus the paperwork between parents, childminders and nurseries.
• School and study — Homework, revision, deadlines and grades — for the student keeping track and the parent paying for it.
• Events and celebrations — Budgets that hold, guest lists that reconcile, suppliers that turn up and a timeline for the day itself.
• Care and support records — The daily record of care given — visits, medication signed for, handovers, rotas and the plan everyone works from.
• Household and family organiser — The pages of a home binder that actually get used: who to call, what renews when, who does what, and where everything is.
• Wellbeing and habits — Habits, routines, sleep, mood and the small daily record that shows what is actually happening rather than what you meant to do.
• Work and career — The paperwork of a working life kept by the person living it: the search, the interviews, the week ahead and the evidence of what you did.
• Teaching and classroom — The teacher's side of the desk: the week planned, the marks in, the incidents recorded and the handover written for whoever takes the class next.
• Family history and genealogy — The working papers of family history research: who belongs to whom, what has been found, where it came from and what is still to look for.
• Travel and Holidays — Planners, budgets, cost calculators, booking trackers and packing checklists for holidays, road trips, group travel and long-term trips.
• Moving and Relocation — Budgets, quote comparisons, timelines, registers and checklists that carry a household from packing the first box to settling into the new home.
• Property Buying and Selling — Worksheets, trackers and checklists for every stage of a house purchase or sale, from first viewing to completion day.
• Kitchen and Meal Planning — Planners, inventories, logs and calculators for running a home kitchen, from freezer contents to what a portion costs.
• Energy and Utilities — Meter reading, tariff, solar, EV charging, heating fuel and utility contract templates for working out what your home energy actually costs.
• Hobbies and Collections — Spreadsheets, inventories and logs for cataloguing what you collect, budgeting your hobby spend and recording what you watch, climb, catch and make.
• Fitness and Training — Logs, trackers and planners for everyday exercisers who want to record sessions, add up weekly totals and plan around events.
• Clubs, Charities and Community — Money, membership and organisation sheets for treasurers, secretaries and committee members of clubs, small charities and community groups.
• Self-Employed Bookkeeping Sheets — Cashbooks, day books, forecasts, rate calculators and year-end summaries for sole traders and freelancers keeping their own books.
• Makers and Craft Business — Costing, order, pricing, postage and stockist sheets for people who make things and sell them.
• Digital Life and Content — Planners, trackers, logs and checklists for publishing content online and keeping your own digital life in order.
• Renovation and DIY Projects — Budgets, schedules, quantity calculators, specification sheets and logs for homeowners planning and running renovation and DIY projects.
• Caravans, Boats and Touring — Owner-side planners, cost trackers, calculators and checklists for touring with a caravan, motorhome, campervan or boat.
• Shared Buildings and Residents — Templates for leaseholders, residents' groups and house shares to budget, log, allocate and share the costs of a building they use together.
• Money Calculators and Worksheets — Worksheets and calculators that apply the reader's own figures to loans, mortgages, savings plans, pay, shared costs and big purchases.
• Seasonal Occasions and Gifting — Planners, budgets, lists and inventories for festive occasions and gift-giving through the year, as printable sheets, online forms and Excel workbooks.
• Kids and Family Life — Trackers, planners, logs and forms for running family life with school-age children and teenagers, from pocket money to term dates.
• Students and Shared Living — Planners, calculators, rotas and records for university students and anyone splitting a flat, from bills and deposits to modules and placements.
• Writing and Publishing — Trackers, planners, logs and calculators for novelists, freelance writers and self-publishers managing manuscripts, submissions and book sales.