Expert guides, articles, and tools to help you navigate your legacy planning journey with confidence.
Comprehensive PDF checklist covering every aspect of legacy planning
PDF GuideTrack all your online accounts, passwords, and digital property
Fillable PDFConversation starters and topics for estate planning family meetings
PDF GuideDocument your pet's routine, medical needs, and personality
Fillable PDFQuick introduction to estate planning basics
Selecting the right person to manage your estate
Deep dive into living wills and medical proxies
Everything you need to know about estate planning, from basic concepts to essential documents. Perfect for first-timers.
Learn from others' mistakes. Discover the most common pitfalls in estate planning and how to avoid them.
Cryptocurrency, social media, and cloud storage—how to include digital assets in your estate plan.
A comprehensive guide to living wills, healthcare proxies, and end-of-life planning decisions.
Ensure your beloved pets are cared for with proper planning, pet trusts, and caregiver arrangements.
Tips for having difficult but necessary conversations with loved ones about your legacy wishes.
Demystifying trusts—when you need them, how they work, and which type is right for your situation.
Special considerations for couples with children from previous relationships.
How to select someone you trust to manage your affairs and what powers to grant them.
Pre-planning your funeral arrangements can provide comfort and clarity for your loved ones.
Understanding how estate planning laws vary by state and what that means for your documents.
Life changes require plan updates. Learn when to review and revise your estate documents.