Estate Planning Template Excel: Fill & Download for Free

I would have to agree that the will is the cornerstone of a middle class estate plan. It spells out how our assets will be distributed to heirs and how we may want to be cared for if we become very ill before dying… plus how we want to be handled after we die.If a will is properly prepared, witnessed, and signed, it pretty much ensures that our wishes regarding these particular issues will be carried out as our will states. So we do have to take it seriously, and do it as best we can. And if we can afford it, I say an estate lawyer is the best way to go. But, you can take a look online at Willing .com, or at the well known OnlineForms.LawDepot or LegalZoom. And also various articles on AARP, about self-done wills and digital estate planning.People decide for themselves what they feel comfortable with… However – “will and estate experts” advise us to use a real lawyer to draw up a legit will… and not to do it yourself. I’m not so sure about that. Many estate lawyers also advise people not to force their heirs to go through probate, that they should to leave inheritance assets to heirs in trust… to avoid probate whenever possible. I don’t necessarily agree with that either. I don't agree that probate is such a terrible and expensive thing. In fact, trusts are often more costly than probate. And continue sucking up money way after we're gone, with legal fees and trustee fees.The amazing thing is, the majority of Americans apparently steer clear of writing a will. I’ve never done one. Incredibly, a recent Harris Poll states that over 64% of Americans have never written a will. A lot of people are scared of death and writing a will is associated with death. Maybe it’s superstition… fear of dying, of bringing death closer by writing a will. Tempting fate, as it were.And trusts provide no perfection either. I see lots of trusts that actually don’t allow beneficiaries to receive their inheritance for years and years… Sometimes decades. And as counter-intuitive as it sounds, it’s true. Well, I suppose you’d say it makes sense if you don’t trust a beneficiary with your money… So it’s a way to exert some financial control over a beneficiary after we pass on. A probate often takes 12, 15, 18 months to close after which heirs finally get their inheritance – but I’ve also seen a lot of trusts, and spoken to many beneficiaries of trusts that are written to not reach final distribution until beneficiaries reach 40 or 50 years of age… Now that’s exerting financial control after death, no?As for wills, despite how excellent and fair some estate planning may be – many heirs, who are waiting out an estate in probate, become so impatient and disgruntled with not only waiting a year or two to finally get their inheritance – many heirs become so disappointed with, not only waiting so long, but also with the fact that their inheritance is not going to be what they had thought it would be.Many middle class heirs become disgruntled early on with the amount of inheritance assets they are set to inherit… and so frequently decide to get a loan on inheritance, to borrow against their inheritance to get as large an inheritance cash advance, or probate cash advance, as they can – and so start researching estate loans, probate loans, probate advances, inheritance loans, trust fund cash advances, or trust fund loans, from one of the more established inheritance loan companies, or probate loan companies, estate advances, large and small inheritance advance loans and inheritance advance assignments, and probate real estate loans — and submit inheritance cash advance, probate advance and probate loan applications to various online probate loan and trust fund loan companies that provide loans on inheritance, inheritance loan advances, probate cash advance funds, inheritance loans in advance, and loans against inheritance, from well known inheritance advance companies like www.heiradvance.com, or www.inheritanceadvance.com, or www.inheritancenow.com. Inheritance loans or probate loans specialists that provide similar inheritance advance, probate loans services, mainly – and, as usual, most articles like this don’t make this key distinction – between middle class and upper middle class heirs. As we all know wealthy people usually inherit assets that are held in trust… involving pricey trust attorneys and complicated, expensive paperwork… mainly focused on tax avoidance or deferment, and beneficiary control; etc.I really do believe that, realistically, sophisticated estate planning, generally involving complex trusts, is often for wealthy families, not middle class families. Middle class heirs generally lean on inexperienced executors (a big mistake if you ask me) and probate attorneys. We really do need to ask ourselves – how much fancy estate planning do we really need to deal with a modest estate? I’d have to say, not much. It’s generally a simple, uncomplicated affair dealing with not that much money. So why complicate things if it just isn’t required.

So you've created your content. But that's only half the battle. To generate leads consistently from your content, you need to distribute and promote it effectively. Here's how:Create distribution and promotion plan templatesCreate plan templates for different formats and priorities of content. For example, your basic plan template might be to publish the content, post it on social media three times per channel, and email it to your newsletter subscribers. But a piece of priority content might involve publicity pitches, backlink outreach, and influencer marketing.2. Distribution and promotion plan templatesHaving templates makes it easier to systematize promotion. Here are some examples:3. Choose the Right Plan for the Incoming ContentFor whatever piece of content you’re promoting next, choose the right plan. If needed, customize the plan. For example, maybe you don’t ordinarily pitch the press for each blog post, but if you release proprietary statistics or stories, you may want to pitch the story to industry publications as well.4. Assign and/or Execute on Promotion and DistributionPublish your content and assign any necessary tasks. During this stage, you might handle everything yourself, or you might need to give design or social media tasks to others on your team. That's where having a plan template can help.5. Review ResultsEvery month, review your top-performing content. Depending on the format you might look at:ViewsReadsImpressionsClicksEngagementsSignupsRegistrationsLive attendeesWatch timeListen timeLeadsSubscribersTake a look at the top-performing pieces of content, as well as which promotion channels yielded the best results.6. Take appropriate next action based on resultsDuring your monthly review, consider what data-driven actions you can take. For example, can you capitalize on a top-performing piece of content by making something similar? Are you ready to add another content format to your strategy? Do you need to put more effort into content promotion? Should you create more content about a particular topic because past content was popular on social media?Some actions might be small (like adding great content to an evergreen campaign). And other actions can represent massive strategy changes. Just make sure always to take the time to put your monthly review into action.

Owning real estate is defintely worth the headache. But preferably, try to mitigate your headache!I have friends who are successfully invest in real estate funds or having their own Shortstay rental homes in Phillipines and USA (Las Vegas / Miami).One way to mitigate your headache, is to start planning ahead and define a strategy.Firstly make a quick assessment (short-term rental investment calculation), before they do the actual investment. I asked them for advice and they provided me with this Excel investment template to make property investment calculations with the purpose to rent out as holiday short stay accommodation. ‘To measure is to know’.For example this real estate investment template which can be customize:Source Rental Property Investment Calculator