The Downloads
The Yearly Update List (optional — truly optional)
Estate planning numbers change every year — 2025 alone rewrote the small-estate limits in nine states. If you'd like one email a year with the refreshed state tables and a reminder for your Estate Check-up Day, you can join the update list. Nothing else, ever. The downloads above work without it.
One email a year. You can unsubscribe from any of them in one click, and the downloads above never depend on it.
One Small Favor
If the book helped you get your affairs in order, would you take three minutes to leave an honest review on Amazon? Say what helped and what you'd improve — both are useful to me, and both are useful to the next person standing in front of that shelf, deciding whether to finally start.
Independent books like this one have no publisher behind them. Reviews are how they reach the family who needs them next.
Everything on this page is yours either way — the downloads have never been tied to anything.
Looking for the sources?
Every figure in the books — the funeral cost medians, the survey numbers, the tax limits — is listed with the study or agency it came from, kept current between editions. Sources & further reading
Haven't read it yet?
These worksheets come from Get Your Affairs in Order — the plain-English guide to wills, trusts, digital assets and the fifty-state rules, with the organizer bound into the print editions.