3 Easy-to-Use Options

The “T” in PACT stands for Template — and we've designed three formats for individuals or couples. Organize and consolidate your important information in the way that works best for you.

SPREADSHEET

Download the template in Microsoft Excel format. Featuring a simple navigation structure designed to help guide you through inputting, protecting and saving your information

Best for: tech-comfortable users who are spreadsheet savvy and want a ready-to-use template that saves time

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$15

FILLABLE PDF

Complete the template digitally on your computer or laptop – then print, save or share it as needed

Best for: users comfortable with digital forms who want a simple, flexible option they can print or share

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$15

WORKBOOK

Receive a professionally printed spiral-bound workbook designed for easy completion and physical storage in a safe place (i.e. safety deposit box or fire-proof safe)

Best for: those who prefer a pen-and-paper format and a physical workbook they can fill out by hand.

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$25

PROFESSIONAL/BULK ORDERS

We offer customized/bulk ordering options for advisors, brokers, lawyers and other professional partners. Please contact us for details.