Executor information
and estate-planning notes

Use this worksheet to organize questions and instructions for your designated executor and qualified estate-planning attorney.

Important

This worksheet is not a will, codicil, trust, power of attorney, beneficiary designation, executor appointment, or legal advice. Completing, signing, witnessing, or notarizing it does not by itself amend an estate plan or grant legal authority. Requirements vary by jurisdiction. Review your wishes with qualified local counsel.

Full legal name Date of birth Home address Gravespeak portfolio ID, if assigned

01 People to contact

Preferred estate executor / fiduciary Phone and email Alternate contact Phone and email Estate-planning attorney Firm and contact information

SAMPLE · NOT A LEGAL INSTRUMENT

GRAVESPEAKFORM GS-LIP / CONCEPT 01

02 Digital legacy intent

Which materials should your authorized people eventually access?

Voice diary Written diary Photos and stories Recorded messages AI-assisted conversations Other: __________

People authorized to receive or explore materials Materials that must remain private, be withheld, or be deleted

03 Future messages, gifts, and actions

RecipientIntended occasion or release window What should happen?Maximum budget and intended funding source Allowed substitution or fallbackConsent or contact restrictions

04 Questions for estate-planning counsel

Which document should identify my digital fiduciary and Gravespeak portfolio? What authority is needed to access, disclose, delete, or direct digital materials? How should future fulfillment expenses be authorized and funded? Which signing, witness, notary, or storage requirements apply here? How should this worksheet be referenced without accidentally conflicting with my will or trust?

I understand this worksheet records planning notes only. I will rely on properly executed estate documents and qualified advice for legal authority.

Owner signature: ____________________________________Date: ________________

Executor informationand estate-planning notes

01 People to contact

02 Digital legacy intent

03 Future messages, gifts, and actions

04 Questions for estate-planning counsel

Executor information
and estate-planning notes