Worksheets
Fill-in handouts that clients take home from a consultation or seminar, such as checklists, intake notes, and planning prompts. They are written for older readers: 15 pt items, large tick boxes, and wide ruled lines for handwriting. The three steps share the same content in three different layouts: a formal single column, section cards, and a navy side column. Each one prints on any office printer and saves straight to PDF.
(919) 341-7055 · piercelaw.com
Estate Planning Checklist:
Key Considerations
Key Decision Makers
- Executor
- Trustee
- Guardian for Minor Children
- Health Care Agent
- Financial Agent
Special Planning Considerations
- Minor Children
- Blended Families
- Special Needs Beneficiaries
- Out of State Property
- Tax Planning
Notes:
Quiet and correspondence-grade. Paper does the work; the brand is a signature, not a statement.
(919) 341-7055piercelaw.com
Estate Planning Checklist:
Key Considerations
1Key Decision Makers
- Executor
- Trustee
- Guardian for Minor Children
- Health Care Agent
- Financial Agent
2Special Planning Considerations
- Minor Children
- Blended Families
- Special Needs Beneficiaries
- Out of State Property
- Tax Planning
Notes:
Recognizably Pierce at arm’s length. A navy or gold band frames ivory content.
1Key Decision Makers
- Executor
- Trustee
- Guardian for Minor Children
- Health Care Agent
- Financial Agent
2Special Planning Considerations
- Minor Children
- Blended Families
- Special Needs Beneficiaries
- Out of State Property
- Tax Planning
Notes:
Full-bleed navy with gold ink, and full-bleed photography where the format has room. For rooms, not envelopes.
Specification
| Element | Spec |
|---|---|
| Layout | Minimal: a centred masthead over a single column, with a write-in line beside each item. Accent: a tinted title block, section cards with navy tabs and items in two columns, and the callout as a gold strip. Bold: a navy side column holding the photo, logo, title, callout, and contact details, with write-in rows on the right. |
| Title | Cormorant Garamond 700, 32 pt (27 pt in the Bold side column) |
| Section heading | Cormorant Garamond 700, 22 pt (19 pt in Accent's card tabs) |
| Checklist items | Newsreader 15 pt with 0.25″ tick boxes, 0.4″ per row. This is above the 14 pt large-print recommendation for older readers. |
| Callout | Newsreader 15–16 pt, one sentence: a ruled box (Minimal), a gold strip (Accent), or a gold-ruled note in the side column (Bold) |
| Notes | Ruled lines 0.4″ apart (wide-ruled handwriting) that fill the rest of the page |
| Logo | Full PLG lockup only: colour on white, yellow on navy |
| Paper | 24 lb bond or 70 lb uncoated text so it takes pen and pencil. Office laser printing. |
worksheet in src/lib/print-content.json. Keep each section to five items so the page keeps room for notes. No bleed: every template keeps a white margin so it prints on any office printer.