18 free planning tools

Free Planning Tools

Practical, interactive tools for every stage of planning — checklists, calculators, and planners. All completely free, with no sign-up required. Your progress saves automatically on your device.

⚖️ Estate Planning

Will Checklist

Everything to prepare before writing your will.

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Will Creation Guide

How to write a legally valid will.

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Estate Planning Checklist

Every document and decision, in order.

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Beneficiary Planner

Organise who inherits what.

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Power of Attorney Guide

What it is and how to set it up.

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Trust Planning Guide

Wills vs trusts, explained.

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🕊️ Funeral Planning

Funeral Cost Calculator

Estimate costs with a clear breakdown.

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Funeral Planning Checklist

Every funeral decision, covered.

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Burial vs Cremation

An honest comparison.

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Funeral Wishes Planner

Document your wishes for your family.

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🛡️ Family Protection

Emergency Info Organiser

Everything your family needs, in one place.

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Family Document Vault

Track where every document is kept.

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Important Contacts Planner

Key people in one organised list.

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Digital Asset Checklist

Protect your online life.

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🤍 After Loss Support

What To Do When Someone Dies

A step-by-step checklist.

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Estate Settlement Checklist

Settle an estate, step by step.

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Probate Guide

How probate works and what it costs.

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Executor Checklist

Every executor duty, tracked.

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Plan today. Protect the people you love tomorrow.

Get our free starter kit and occasional guidance. Every tool here is free, and your progress always saves on your device.