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Free printable · Heart & Wallet Institute
If you don’t decide, someone else will: the state, a court, or family in conflict. This two-page checklist helps your household put its house in order, one piece at a time.
Download the checklist (PDF)Two pages, letter size. Print double-sided. Pastors, you’re welcome to print copies for your congregation.
The front of the checklist walks through each one, with boxes to check as you go.
Who receives what, who settles the estate, and who raises your children.
Policies and retirement accounts pass by the form, not the will. Keep them current.
A simple worksheet to estimate how much protection your family would need.
Who decides for you if you’re alive but can’t decide for yourself.
Funds set aside, wishes written down, and no guessing at the funeral home.
The back page is a fill-in guide so your family walks into a plan, not a search:
“Set your house in order, for you shall die.”
2 KINGS 20:1
Planning ahead isn’t fear. It’s faithful stewardship: providing for your household (1 Timothy 5:8) and leaving an inheritance (Proverbs 13:22).
ALIGNED is our one-day biblical stewardship workshop: Foundation, Heart & Mindset, Practical Tools, and Community. Every attendee leaves with a participant guide and a written commitment. Education only, no product pitch.
Learn about ALIGNEDReady to book? Contact us and choose “Book the Aligned Workshop for my church.”
Optional. You can download the checklist without signing up.
Educational only, not legal or financial advice. Marray Harris is not an attorney. Wills, guardianships, powers of attorney, and health care directives should be prepared with a licensed estate planning attorney in your state. Many communities offer legal-aid clinics for families with limited income.