Estate, Beneficiary & Legacy Worksheet — Update / setup form (auth-only) for Financial Advisors. Standalone version — a hosted mini landing page (an embeddable twin is also available).

A focused worksheet to capture where your estate planning stands, who your beneficiaries are, and how you’d like to give — so your plan reflects your wishes. References and labels only, never account numbers.

What it collects (by section):

• Estate documents — Estate Planning Documents Snapshot [multi-select: Will / Revocable trust / Financial POA / Healthcare directive / Beneficiary designations updated / …]; Beneficiary Review Due Date [date].
• Where assets are held — Account Types Held [multi-select: Taxable brokerage / Traditional IRA / Roth IRA / 401(k)/Workplace plan / SEP/SIMPLE / …]; Custodian(s) of Assets [long text]; Account Identifiers (reference only) [short text]; Estimated Net Worth Band [dropdown: <250k / 250-499k / 500-999k / 1-2.9M / 3-4.9M / …]. For an inventory of your estate — names and labels only, never account numbers.
• Giving & charitable intent — Charitable Giving Strategy [multi-select: Ad hoc cash gifts / Recurring gifts / Appreciated securities / Donor-advised fund / Planned giving / …]; Tax sensitivity for gifting [dropdown: Low / Medium / High / Critical / Unknown].
• Anything else — Legacy wishes & notes [long text].

Form type: Update / setup (up), auth-only. Niche: Financial Advisors. Deployment: standalone.

Best for / surface when: Financial Advisors client workflow — estate, beneficiary & legacy worksheet.