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By Elliot KaneThe 21-Day
The 21-Day
Revocable Living
Trust Blueprint
A dedicated place for the book’s appendices, so you can return to the materials and use them again.
Print. Use. Return whenever you need.
Download all eight Companion appendices
All eight appendices, ready to download and print.
- Appendix A
Asset Inventory Worksheet
List your assets and keep their details together in one working inventory.
- Appendix B
Trust Funding Tracker
Track funding actions, completion dates, and confirmation records.
- Appendix C
Beneficiary Audit Sheet
Review the beneficiary information on your accounts and policies.
- Appendix D
Trustee Scorecard
Compare potential trustees and record their strengths and concerns.
- Appendix E
Annual Review Checklist
Work through your yearly review and note updates to make.
- Appendix F
Life Event Checklist
Find the checklist that corresponds to a major life change.
- Appendix G
Family Meeting Script
Prepare for a focused conversation with your successor trustee.
- Appendix H
Successor Trustee Reference Card
Keep key contacts and document locations in a quick reference.