Sovereign Legacy Planner

Planning worksheets—not executed legal documents. A living will / advance health-care directive concerns treatment wishes; a last will concerns distribution of an estate. Requirements for witnesses, notarization, capacity, executors, and valid execution vary by jurisdiction. This planner does not create a legally effective will, designate a health-care surrogate, or replace professional advice. Consult current local law and qualified professionals before signing any legal document. Do not place passwords, account numbers, or private keys in a printed copy.

Privacy and document controls

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1. Person and jurisdiction

Full legal name

State / country of residence

Document preparation date

Trusted contact (name only)

2. Advance care wishes (living-will preparation)

Record preferences to discuss with clinicians and your jurisdiction's official advance-directive forms. This section is not itself a valid medical directive.

Preferred health-care decision maker and alternate

Treatment goals, comfort care, and circumstances that matter to you

Organ donation or other wishes

3. Estate planning notes (last-will preparation)

Proposed executor / personal representative and alternate

Beneficiaries and intended distributions (planning notes only)

Dependents, pets, guardianship preferences

Other instructions and important document locations (no credentials)

4. Assets and liabilities inventory

Use estimated current values, dates and descriptive identifiers only. Asset lists help with planning but do not automatically transfer title or override beneficiary designations, trusts, or applicable law. Avoid double-counting property and associated loans.

Estimated assets: $0.00 · Liabilities: $0.00

Inventory net estimate: $0.00

This inventory is separate from Thesara's savings/debt snapshot; do not interpret it as a complete or legally appraised estate value.

5. Intended asset distribution worksheet

Optional planning notes identifying who you would like to receive specific assets. These entries are not a will, a beneficiary designation, a transfer of title, or binding instructions. Review jointly owned property, trusts, beneficiary designations and applicable jurisdictional rules with qualified counsel.

Firmament legal-information pathway

After preparing your private worksheet, consult Firmament for legal research and current official resources. Estate documents and health-care directives are separate legal instruments and must meet the requirements of the appropriate jurisdiction.

Open Firmament Legal & Legacy Planning →

Estate & elder-care resource pathway

Explore Firmament's connected senior support, family resources, insurance education, legal research and estate-planning preparation guide. This link does not transfer your worksheet data.

Open Estate & Elder Care Pathway →

6. Follow-up checklist

Review applicable local requirements for a last will, advance health-care directive, health-care proxy, durable power of attorney, and any necessary witnesses or notarization. Confirm asset titles, beneficiary designations, insurance policies, and where originals will be stored. Review after major life changes.

This printout is an unsigned planning worksheet. It is not a substitute for legally executed estate-planning or advance-directive documents.