Download "The Estate Director" - FREE Preplanning GuideThe Estate Director is a guide produced by Four Peaks Planning, Inc. to help families begin the planning process on their own and also act as a supplement to estate planning documents. Part One Nine pages of various worksheets can help you identify goals and assemble the basic information an estate planner will need to prepare your documents. It is not necessary to complete these pages prior to setting an appointment with us. Part Two These optional pages can be completed after your estate planning documents are finished to assist those you've named in various roles of estate plan. These pages are not legal documents and Four Peaks Planning, Inc. does not collect this information. Included in this section are:
Part Three Should you desire, these additional pages allow you to document legacy information about yourself and past generations with future generations. This section is optional.
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