Formare Estate Planning Essentials Kit 2026

The Estate Planning Essentials Kit (“EPE Kit”) by Formare

This is our most potent offering designed for those who value the ability to plan their Estate with precision, in the comfort of their own home, and at their own pace.

We have distilled the complexities of professional Estate Planning and Management into a streamlined, high-impact toolkit.

The EPE Kit includes:

• Expert Insights: Essential knowledge on Estate Planning, Wills, Trusts, and the security of Digital Vaults.

• Strategic Frameworks: A comprehensive Estate Plan template to map your entire legacy.

• Financial Precision: Tools for Asset Inventories, Net Worth snapshots, and Estate Liquidity calculations.

• Legal Foundations: Robust templates for Testamentary Wills and Living Wills.

• The Bonus Template: An exclusive addition to complete your planning suite.

• Professional Partnership: Your purchase includes a Complimentary 45-Minute Consultation (valid for 6 months) to refine your strategy with expert guidance.

• AND MORE!

The EPE Kit is a necessity for every individual who values the intentional structuring of their life’s work. This level of clarity does more than protect your achievements, it inevitably fuels growth.

Organising your affairs to provide ease and certainty for those you leave behind is the ultimate legacy.