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Resources to Help You Protect the People You Love
Estate planning can feel complicated when you don't know where to begin. These resources are designed to help you understand your options, organize important information, and take the next step with greater clarity.
Start wherever you are. You don't have to figure everything out at once.
Getting Your Affairs in Order
Not sure where to begin? Start here.
Getting your affairs in order does not mean you have to figure everything out today. This practical guide helps you look at your important documents, accounts, property, beneficiaries, decision-makers, and the information your family may someday need.
Start by understanding what you already have in place and what may deserve a closer look.
8 Steps to Protect the People You Love
A simple guide to eight important steps that can help you think through your family, your assets, your wishes, and the people who may someday need to carry them out.
Free Downloads
Practical checklists, worksheets and guides designed to help you organize information, ask better questions, and prepare for important estate-planning decisions.
Family Legacy Review™
Not sure what you need? Start by understanding where you stand. The complimentary Family Legacy Review™ can be completed on your own, at your own pace, or together with a Legacy Specialist.
Legacy Protection Binder
Help your family know what you have, where to find it, and who to contact. This printable binder helps organize important estate planning documents, healthcare information, financial accounts, insurance, digital assets, personal wishes, and more.
Your Final Love Letter
A free guide to help you put into words what matters most. Includes thoughtful prompts, sentence starters, ideas, and a printable booklet you can complete for the people you love.
Facebook & Instagram After a Death
Learn what happens to Facebook and Instagram accounts after someone dies, including Legacy Contacts, memorialization, account removal, and how to protect important digital memories.
Estate Planning Blog
Plain-English articles to help you better understand wills, trusts, probate, powers of attorney, trust funding, family planning, and the practical decisions that can make things easier for the people you love.
Estate planning brings up a lot of questions. Get clear, plain-English answers about wills, living trusts, probate, trust funding, beneficiary designations, and keeping your estate plan current.
Ready for Your Next Step?
Ready to put your estate plan in place?
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