The Midlife Crisis Estate Plan Because Your Stuff Needs a Plan Too!

a comprehensive, witty, and practical estate planning organizer for Legacy Loader targeting midlifers.

✅ Comprehensive Checklists organized by priority levels

✅ Asset Inventory Worksheets with fill-in templates

✅ Important Documents Tracker 

✅ Beneficiary Planning Sections 

✅ Midlife-Specific Considerations (sandwich generation challenges)

✅ State Law Reminders and professional consultation guidance

✅ Action Timeline with 30/60/90-day goals

✅ Current 2025 Information (including $13.99M federal estate tax exemption)

This organizer is designed as a practical starting point and educational tool only. Estate planning laws vary significantly by state, and this document does not constitute legal advice. We strongly recommend consulting with a qualified estate planning attorney in your state before making any legal decisions.