Short Books & Worksheets
Be informed about your estate planning needs so you can make the best decisions going forward.
Estate Planning Basics For
Families With Young Children
Learn about what would happen to your children if you and/or your partner died, and ways to plan and prepare to protect your children.
15 Common Reasons To Do
If you are thinking about estate planning read this list to see how many of these concerns resonate with you.
Grandparents' Guide To Planning For Your Grandchildren
Access our e-book on the why estate planning is not only important for you but also your adult children in order to protect and put a plan in place for the futures of your grandchildren.
Calculating The Benefits of
The attributes of living trusts include avoiding probate, sometimes lowering taxes, protecting privacy, and more. Learn about all of the potential benefits and drawbacks so you can make an informed decision.
A Child With Special Needs,
Needs Special Planning
When a child has special needs, the challenge of planning for the future and their guardianship intensifies. Access our e-book to explore strategies to best protect your loved ones with special needs.
Drawbacks & Risks of
Do It Yourself Wills & Trusts
If you are considering or currently have a "do it yourself" will or trust, read this booklet to find out more about the dangers you may wish to avoid.
If you don't know where to start with estate planning this simple introductory worksheet is the place to start. Discover the things you need to think about in your estate plan.