Our Best Resource Our FREE Personal Estate Planning Kit is a tool for organizing your estate — saving you time, protecting your assets, and helping you establish your legacy.

Jul 31, 2025 · This guide doesn’t just give you a to-do list; it provides a step-by-step framework to ensure your will, trusts, and beneficiary designations all work together seamlessly, protecting …

Dec 9, 2024 · By following the checklist, an individual can get an idea of the estate laws in their State and choose which forms suit their personal financial situation and health needs best.

Sep 8, 2025 · Estate planning is one of the most important things you can do to protect your legacy and the people you care about. Get started with this free estate planning checklist.

Nov 21, 2025 · Click here for a PDF version of the estate planning checklist that you can download or print! 1. Last will and testament. In your will, you specify who you want to inherit …

The video series aims to educate individuals and families about the key considerations and options available when creating an estate plan, helping them make informed decisions to …

Jul 9, 2025 · Download our free Estate Planning Guide! This estate planning guidance will walk you through different types of estate planning documents, common mistakes to avoid, and …

Do I need to have an estate plan? Do I need to see an attorney? How often should I update my plan? What if I have a plan but want to change one thing? What should my plan include? Let’s …

Our free estate planning guides are filled with a wealth of information on wills, trusts, probate matters, and estate planning.

Nov 27, 2024 · Learn about the essential documents—like wills, powers of attorney, and trusts—that form the foundation of a comprehensive estate plan, helping you pass on both …