Put your wishes and affairs in order, so the people you love are not left guessing
A calm, complete kit for preparing your estate and final wishes while you are well: what you own, how it passes on, who you have chosen, what you want and the words you leave behind. It gets you ready for a lawyer; it does not replace one.
- An 11-tab Estate Preparation Workbook: inventory in any currency, routes, nominations check, people register and a readiness dashboard
- 5 fillable PDFs: wishes summary, funeral preferences, care conversation guide, executor and guardian briefings, notes for your lawyer
- 6 Word templates including 36 family scripts and messages, a letter of wishes with digital legacy instructions and a family agreement
- A 9,000-word e-book with a six-week plan, dated country notes and a fully worked example
Final Wishes and Estate Preparation Kit · Bodhih Pro Kits · 97 by Bodhih Training, trainers to 2,000+ companies since 2008.
How do I get my affairs in order before seeing a lawyer?
List everything you own and owe, work out how each item passes on (will, nomination, beneficiary form, joint ownership or trust), choose your executor and decision-makers, record care and funeral wishes, then take written notes to a qualified lawyer. The Final Wishes and Estate Preparation Kit from Bodhih Training walks you through each step.
Want the full free guide first? Read How to Get Your Affairs in Order: An Estate Planning Checklist.
You already feel the problem. Here is what it is costing you.
You do not know where to start
Estate planning feels like one huge, sad task with no first step. So it waits, year after year, in a folder that holds a leaflet and a parking permit.
Your will may not control what you think
Nominations, beneficiary forms and joint ownership can send money somewhere your will never mentions. Many people only learn this when it is too late to fix.
Lawyer meetings feel expensive and rushed
Without preparation, the paid hour goes on facts you could have gathered at home, and the real questions get squeezed into the last ten minutes.
Families fill the silence with guesses
Unsaid funeral wishes, unexplained gifts and executors nobody knew about are where many family disputes begin.
Picture the next few weeks with the kit open beside you.
Picture a Sunday afternoon a few weeks from now. The tea is still warm, and the folder on the table is no longer empty. As you open the workbook and look at the Dashboard, you can see everything you own, how each item will pass on and the two flags still to clear.
Imagine walking into your lawyer's office with your notes already printed: your family, your assets, your decisions, your questions in priority order. You notice how quickly the facts are done and how much of the hour is left for real advice.
Think of the evening you send your executor a short, warm message and a briefing sheet, and the reply that comes back: thank you for making this easy. Whether you begin with the wishes summary tonight or the inventory on Saturday, each session leaves something finished behind.
And one day, years from now, someone you love opens a folder in the middle of a hard week and finds your words, your wishes and a clear list of who to call. You will have looked after them, quietly, in advance.
19 files that do the work for you
The e-book shows you how. The tools make it happen. Here is exactly what you download.
Final Wishes and Estate Preparation Kit (e-book, PDF)
The guide: methods, worked examples, scripts and exercises
Start here: the final wishes map
The whole job on one page, the file to open at each step, your first hour and a 30/60/90 day use plan.
Estate Preparation Workbook
Settings, inventory with currency conversion and flags, estate summary by route, nominations check, people register, gifts and wishes, lawyer prep, update triggers, six-week plan and a dashboard with a readiness score.
My wishes summary
The first pages your family should read: where things are, who to call, who you have chosen and what you want in the first week.
Funeral and memorial preferences
Two pages for your ceremony, burial or cremation, music and readings, resting place, budget and who to tell. Write 'family's choice' wherever you do not mind.
Advance care wishes conversation guide
A reflection and conversation guide (not a legal form) for talking about what matters to you if you cannot decide for yourself.
Executor and guardian briefing sheets
Briefing sheets to give the people who agreed to act: what the role involves, where things are, key contacts, and for guardians, the child's routines and your wishes.
Notes for my lawyer
Four pages that take your facts, decisions and questions to a lawyer or notary, including a built-in list of questions to ask and documents to bring.
Family conversation scripts and messages
36 scripts and messages: telling family, asking people to take on roles, institutions and professionals, helping a parent and hard moments.
Letters to loved ones and legacy letter guide
Templates and prompts for letters to a partner, child, grandchild and friend, milestone letters, an ethical will or legacy letter, recorded messages and family history notes.
Letter of wishes and digital legacy instructions
A non-binding letter of wishes template with a personal items table, plus digital legacy instructions that pass on access safely without writing passwords.
Family plan agreement
A one-page household agreement: where things are, who to call first, how you talk about plans, privacy rules and an annual check-in.
Worked example pack: Anil's plan
The main forms filled in for one realistic composite case, so you can see what complete and 'good enough' look like.
AI prompt pack for estate preparation
28 tool-agnostic prompts grouped by step (count, route, choose, write, tell, review), each with what to paste in and what to check.
How assets pass on: concepts and decision card
The five roads assets travel, an 'if this, then that' decision card and which document does what.
Country notes (dated October 2026)
Verified examples for India, the UK, US, Canada, Australia, UAE, Singapore, South Africa, Kenya and Nigeria, with official places to check.
Mistakes that cause family disputes
Fourteen common mistakes, why they hurt and what to do instead, plus the calm test.
Six-week preparation plan calendar
17 calendar events: every session of the six-week plan, each naming the file to open, plus an annual review a year later.
Estate preparation task board import
16 tasks ready to import into Trello, Asana, Notion, Planner or Jira, with week, session, step, file to open and due date.
Chapter by chapter
Each chapter opens with a real situation, gives you a method and ends with something to do today, using the tools in your kit.
- Format
- PDF e-book + XLSX + fillable PDF + DOCX + ICS + CSV
- Files
- 19 files plus a one-click ZIP
- E-book
- 58 pages
- Works with
- Excel, Google Sheets, LibreOffice, Word, Google Docs, Acrobat Reader, Preview, GoodNotes, Google Calendar, Outlook, Apple Calendar, Trello, Asana, Notion
- Best for
- Adults planning ahead and adult children helping parents, in any country
An Afternoon, Not a Crisis
Why this job gets put off, what the kit does and does not do, and the three things to do this week.
Starting in an Afternoon
A three-hour first session and the six-week shape that turns a vague worry into a finished plan.
Everything You Own and Owe
Build a complete inventory with ownership type, currency and where the papers are, without storing a single password.
How Each Thing Passes On
The five roads assets travel (will, nomination, beneficiary designation, joint survivorship, trust) and how to make them agree.
Getting Ready to See a Lawyer
The decisions to make at home first, who to see, and how to use a paid hour on advice only a professional can give.
Choosing and Briefing Your People
How to choose, ask and brief executors, guardians and decision-makers, with a backup for every role.
When Someone Else Has to Decide
Powers of attorney, advance care planning and organ donation explained as concepts, with a conversation guide.
Funeral and Memorial Wishes
Record your choices across any tradition or none, plan how costs are met, and give your family permission where you do not mind.
Letters, Legacy and Your Digital Life
Letters to loved ones, an ethical will, a letter of wishes and safe digital access without written passwords.
Talking It Through with Family
The conversation ladder, scripts for helping a reluctant parent and a household agreement.
Special Situations and Keeping It Current
Blended families, additional needs, assets in two countries, business owners, expats, and life-event reviews.
A Folder Someone Can Open
The whole method in one page and how to keep your readiness score where you want it.
Not just reading. Tools you will actually open again.
Start here
- 00-Start-Here-Final-Wishes-Map.pdf: the whole job on one page, the file to open at each step, your first hour and a 30/60/90 day use plan
Spreadsheet
- Estate-Preparation-Workbook.xlsx: 11 tabs: Start here, Settings, Inventory, Estate Summary, Nominations Check, People Register, Gifts and Wishes, Lawyer Prep, Update Triggers, Six-Week Plan and a Dashboard with readiness score and chart
Fillable PDF forms
- My-Wishes-Summary.pdf (3 pages)
- Funeral-and-Memorial-Preferences.pdf (2 pages)
- Advance-Care-Wishes-Conversation-Guide.pdf (3 pages, not a legal form)
- Executor-and-Guardian-Briefing-Sheets.pdf (3 pages)
- Notes-for-My-Lawyer.pdf (4 pages, with questions to ask and documents to bring)
Word templates
- Family-Conversation-Scripts-and-Messages.docx: 36 scripts and messages
- Letters-to-Loved-Ones-and-Legacy-Letter-Guide.docx
- Letter-of-Wishes-and-Digital-Legacy-Instructions.docx (non-binding)
- Family-Plan-Agreement.docx: one-page household agreement
- Worked-Example-Pack-Anils-Plan.docx: the main forms completed for one composite case
- AI-Prompt-Pack-for-Estate-Preparation.docx: 28 prompts
Cheat sheets
- How-Assets-Pass-On-Decision-Card.pdf
- Country-Notes-October-2026.pdf: India, UK, US, Canada, Australia, UAE, Singapore, South Africa, Kenya, Nigeria
- Mistakes-That-Cause-Family-Disputes.pdf
Plan and import
- Six-Week-Preparation-Plan.ics: 17 calendar events
- Estate-Preparation-Task-Board.csv: 16 tasks for Trello, Asana, Notion, Planner or Jira
E-book
- Final Wishes and Estate Preparation Kit e-book: 10 chapters, 6 illustrations, country notes and glossary
When you have worked through it, you will be able to…
Every outcome is practised with a worked example and a tool, not just described.
- You will be able to list everything you own and owe, in any currency, without storing a password
- You will be able to explain how each of your assets passes on and spot nominations that contradict your wishes
- You will be able to walk into a lawyer or notary meeting with your decisions and questions written down
- You will be able to choose, ask and brief an executor, guardian and decision-makers
- You will be able to record care, organ donation and funeral wishes in your own words
- You will be able to write a letter of wishes, letters to loved ones and safe digital legacy instructions
- You will be able to talk with your family, one rung at a time, and agree how the plan is kept
- You will be able to keep the plan current after every life event
Know your starting point. Prove your progress.
People who measure before and after improve faster and can show it. AssessAll, our sister assessment platform, has AI-graded assessments that pair with this kit. Take one now, work through the kit, then re-take it.
Everyday Agreements Assessment: Reading What You Are About to Sign
Take the assessment →AssessAll assessmentMoney Decision Judgment
Take the assessment →AssessAll assessmentDecision-Making Under Uncertainty
Take the assessment →JobularySet goals you actually reach with the WOOP method (Jobulary)
Make it a growth plan →A taste of Chapter 1
There are four honest reasons, and naming them helps. The first is size. "Sort out my estate" is not a task, it is a project with no edges, and the brain quietly files it under later. The second is emotion. Thinking about your own death, or about choosing between your children, is uncomfortable, and discomfort is the most reliable procrastination engine we have. The third is uncertainty: you suspect you need a lawyer, you do not know which kind, and you do not know what they will ask. The fourth is the feeling that you need all the answers before you start, when in fact the answers arrive as you work. Each of these has a practical fix. Size shrinks when the job is cut into sessions of 45 to 90 minutes with a named output.
The honest comparison
| Free templates and typical advice | This kit | |
|---|---|---|
| Method | A blank checklist | Count, Route, Choose, Write, Tell, Review, in six weeks |
| Countries | One country assumed | Any country and currency, with dated notes for ten countries |
| How assets pass | Assumes the will controls everything | Five roads explained, with a nominations check |
| Legal honesty | Fill-in-the-blank 'wills' | Preparation notes and letters; legal documents left to professionals |
| People | A line for an executor's name | Asking scripts, briefing sheets and a status tracker |
| Words | Nothing on letters or conversations | Letters guide, ethical will, 36 scripts and a family agreement |
| Upkeep | One-off | Update triggers log, review date and readiness score |
Made for you if…
- Adults in their 50s, 60s and beyond who want their affairs organised while they are well
- Adult children helping a parent prepare, gently and without taking over
- Parents of young children who need to choose guardians
- Expats, NRIs and anyone with accounts or property in more than one country
- Blended families who want a plan everyone understands
- Anyone who has been meaning to 'sort out the paperwork' for years
Probably not for you if…
- Anyone looking for a do-it-yourself will: nothing in this kit is a legal document
- Executors dealing with an estate after a death (see The Executor's Kit)
- People who want investment or retirement income advice (see The Late Starter's Retirement Plan)
Built by trainers, tested in real rooms.
Bodhih Training has designed and delivered corporate programmes since 2008. Bodhih Pro Kits package what works in those workshops into a guide plus the exact tools we use, so you can apply it the same day without a facilitator in the room.
From here to using it in three steps
- STEP 1
Tap Get the kit
Name, email and country. UPI, card or netbanking in India; international cards everywhere else. No account to create.
- STEP 2
Download instantly
Your download page opens at once, with every file and a one-click ZIP. A permanent link lands in your inbox too.
- STEP 3
Open the first tool
Start with the quick-start chapter, then the main spreadsheet or planner. Most buyers use something from the kit the same day.
Begin with one afternoon
Open the Start-here map, type your country into Settings and list your first ten items. Whether you finish the inventory this weekend or the wishes summary first, you will have something real in the folder by tonight.
Personal licence for the buyer's own use (and use with your own family). Please don't share or resell the files. Team and company licences: solutions@bodhih.com.
The Bodhih family, when you are ready for more
The Late Starter's Retirement Plan
The money side of retirement.
The Home Ops Manual
Run the household as a system.
AssessAll
250+ AI-graded assessments to measure skills and earn verified credentials.
Jobulary
Individual development plans that start from evidence and stay yours.
Bodhih Training
Run this topic as a live workshop for your team, in person or online.
Pewple
Book a vetted coach for career, leadership or communication. Pay per session.
Bodhih.org pathways
Certification pathways in Applied AI, Workplace English and management.
Final Wishes and Estate Preparation Kit: FAQs
Read the free guideAlready bought? Resend my linkIs this kit a will or legal document?
No. Nothing in the kit is a will, power of attorney or advance directive, and nothing should be signed as one. It is educational, not legal, financial, tax or medical advice. It prepares you to work with a qualified lawyer, notary or adviser where you live, which usually makes that work quicker and clearer.
Does it work outside the UK and US?
Yes. The method and tools work in any country and currency. The dated country notes cover India, the UK, the US, Canada, Australia, the UAE, Singapore, South Africa, Kenya and Nigeria as examples, and every chapter tells you which questions to take to a local professional.
What is the first step in estate planning?
List what you own and owe, with how each item is owned. That inventory drives every later decision. The Inventory sheet in the workbook takes about an hour for a first rough version.
Does a will cover everything I own?
Often not. Nominations, beneficiary designations, jointly owned property and trusts can pass assets outside the will, and the rules differ by country. The kit shows you how to check every route and what to ask your lawyer.
How do I choose an executor?
Look for someone honest, organised, available and calm with your family, and name a backup. Ask them first, give them time, and brief them in writing. The People Register sheet and the briefing sheets walk you through it.
How do I talk to my parents about their will?
Start small and respect their control. Many people begin by asking a parent for help with their own plan. The scripts file includes openings for a reluctant parent, ways to offer practical help and messages for coordinating with siblings.
Where should I keep passwords for my digital legacy?
Not in a will or any document in this kit. The kit shows how to use a password manager's emergency access feature and the legacy settings many online services provide, and how to record only that they exist.
How can I measure my starting point?
Before you sign anything, you can measure your starting point with AssessAll assessments such as Everyday Agreements Assessment: Reading What You Are About to Sign, Money Decision Judgment and Decision-Making Under Uncertainty. Links are on the Start-here map.
How do I turn this into a plan I finish?
Use the six-week calendar or task board, and if you want a goal-setting method, read the Jobulary guide on the WOOP method to turn it into a development plan you actually reach. A link is on the Start-here map.
Can I get a refund?
Digital kits are non-refundable once downloaded, except for corrupted files not fixed within 3 working days, duplicate charges or failed delivery. If anything does not open, write to us and we will fix it.
How much does Final Wishes and Estate Preparation Kit cost?
₹1,299 including 18% GST for buyers in India, or $34 for buyers outside India. One-time payment, no subscription, with an automatic invoice.
How do I get the files after paying?
Instantly. Your download page opens the moment payment succeeds, and a permanent download link is emailed to you. Download each file separately or everything in one ZIP.
What software do I need?
Any of the usual tools: Excel or Google Sheets for spreadsheets, Word or Google Docs for templates, Adobe Acrobat Reader, Preview, Xodo or GoodNotes for the fillable PDFs, and Google, Outlook or Apple Calendar for the calendar plan.
Can my company buy this for a team?
Yes. Team and company licences, and workshops on this topic run by Bodhih Training, are available. Write to solutions@bodhih.com or call +91 99000 11601.
