Straightforward answers for your legacy questions

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Practical Resources

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Estate Planning Checklist

 A step-by-step guide to getting your affairs in order, with printable worksheets to help you inventory assets and make key decisions.

Download Free PDF →
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Guardianship Nomination Letter

 Beyond the basics: how to select, approach, and document guardianship choices for your children that reflect your values and priorities.

Read the Guide →
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Basic Will Planning Worksheet

A comprehensive template to catalog your assets, accounts, insurance policies, and important information your loved ones might need.

 Download Free Template →
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Emergency Contact Information Sheet

 Quick reference guide to important differences in estate planning requirements across all 50 states.

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