Free Resources
Guides, checklists & templates — no cost.
Thoughtful estate planning starts with understanding. Download our curated resources to learn what you need, clarify your priorities, and take the first step.
Showing 12 resources
New Parent Estate Planning Checklist
A step-by-step checklist covering guardianship nominations, trust setup, beneficiary designations, and key documents every new parent needs.
Family Trust Starter Guide
Understand revocable vs. irrevocable trusts, when a trust is right for your family, and how to fund it properly.
Business Succession Planning Template
A fillable framework to map your business continuity plan, key-person coverage, and ownership transfer intentions.
Entrepreneur Estate Planning Checklist
Covers LLC/corporate structure alignment, life insurance coordination, and retirement account beneficiary review for business owners.
Protecting Your Creative IP & Legacy
For artists, writers, and creators — how to ensure your intellectual property, royalties, and creative work are properly handled across generations.
Estate Planning for Blended Families
Navigate competing interests, protect children from prior relationships, and structure your plan so everyone is provided for — fairly.
Young Adult Estate Planning Starter
You don't need a large estate to need a plan. This checklist walks 18–35 year-olds through healthcare directives, digital assets, and basic will essentials.
Digital Assets Inventory Template
A secure worksheet to document your digital accounts, passwords, crypto holdings, and online assets — so nothing is lost when it matters most.
Premarital Planning Guide
A comprehensive guide for engaged couples covering premarital conversations, asset coordination, and the legal foundations that support the life you're building together.
Prenuptial Conversation Checklist
A thoughtful checklist of the financial, family, and legacy conversations every couple should have before marriage — designed to build clarity, not conflict.
Post-Marriage Trust & Legacy Planning Guide
How to transform your marriage into a lasting legacy structure — trust planning, beneficiary coordination, and family governance for the life ahead.
Blended Family Marriage Planning Guide
For couples blending families — how to protect children from prior relationships, structure assets fairly, and create a plan that serves every member of your new family.
Ready to go deeper?
A checklist is a start. A plan is protection.
When you're ready to move from learning to action, we're here to design your full estate plan with care.
Begin Your Plan →