What Are You Forgetting?
The Little Things That Make a Big Difference
Free Estate Planning Worksheet
Estate planning is about more than having a Will or Trust. It's also about making sure the people you trust know where to find the important information they may need someday.
You may have your estate planning documents in order, but what about the little things? Does someone know where you keep your safe deposit box key? How to locate your insurance policies? Which bills are paid automatically? Or who takes care of opening and closing your Maine camp each year?
These are the everyday details we often take for granted. Yet, when a loved one becomes incapacitated or passes away, finding this information can become an overwhelming task for family members.
At Aging in Maine, we believe thoughtful estate planning includes preparing for these practical matters, too.
That's why we've created our free, 10-page "What Are You Forgetting?" Estate Planning Worksheet to help you organize the important details that might otherwise be overlooked.
Download Your Free Estate Planning Worksheet
Don't let the length of this worksheet overwhelm you! You don't have to complete it all at once. Work through the sections that apply to you, skip those that don't, and return to it whenever it's convenient. Even completing a few sections today is a meaningful step toward making things easier for your loved ones tomorrow.
After you complete the worksheet, keep it in a secure location with your estate planning records.
Estimated Completion Time: 45–60 minutes (or complete at your own pace)
 👉 DOWNLOAD YOUR FREE WORKSHEET – WHAT ARE YOU FORGETTING?
What's Included in This Free Worksheet?
Our easy-to-follow worksheet walks you through eight important areas of your personal and financial life:
1. Banking & Financial Information
Identify bank accounts, investment accounts, safe deposit boxes, life insurance, retirement accounts, and the location of important financial and tax records.
2. Bills & Automatic Payments
Keep track of monthly expenses, automatic withdrawals, subscriptions, outstanding loans, insurance renewals, and other financial obligations.
3. Home, Camp & Other Property
Document important information about your home, Maine camp, other real estate, vehicles, boats, storage units, utilities, property maintenance, and access instructions.
4. Personal Belongings & Family Keepsakes
Identify valuable collections, family photographs, heirlooms, tools, and other personal belongings that may hold financial or sentimental value.
5. Digital Information & Online Accounts
Help your loved ones identify online accounts, electronic statements, digital photographs, medical portals, and where secure account access instructions are stored.
6. Important Contacts & Personal Instructions
Record contact information for your attorney, accountant, financial advisor, and insurance agent, along with the location of original estate planning documents, funeral arrangements, and pet care instructions.
7. Things Only You Know
Consider the important details that may not appear in any legal document. Is there a responsibility only you handle? A special family keepsake? Something your loved ones would have difficulty finding or understanding without your help?
8. One Last Check
Review your completed worksheet, identify where it will be kept, and make sure a trusted person knows how to locate it when needed.
Why This Worksheet Matters
Even a carefully prepared estate plan may not tell your family everything they need to know.
A Will or Trust provides important legal direction. However, it may not identify the location of a forgotten bank account, explain an automatic payment, or tell someone who maintains the family camp.
Taking the time to organize these details now can help:
- Reduce confusion and unnecessary stress for your loved ones.
- Make important financial and personal records easier to locate.
- Help trusted individuals manage ongoing responsibilities.
- Preserve information about meaningful family belongings.
- Provide practical guidance if you become incapacitated or pass away.
A little preparation today can make a meaningful difference for the people you care about tomorrow.
Estate Planning Is More Than Documents
At Aging in Maine, we help individuals and families throughout Maine plan for the future through thoughtful Elder Law and Estate Planning services.
Whether you're creating your first Will, establishing a Trust, reviewing an existing estate plan, or preparing for the possibility of incapacity, having the right legal documents and practical information organized can make a lasting difference.
Have questions about your estate plan?
Contact Aging In Maine at (207) 848-5600 to learn more about our estate planning services or to schedule a consultation.
Important Reminder: This worksheet is intended to supplement your estate planning documents, not replace them. Do not record passwords, PINs, or account login credentials on the worksheet. Instead, identify where that information is securely maintained.
This resource is provided for general informational purposes only and does not constitute legal advice or create an attorney-client relationship.