Helpful Documents

There’s a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you’ll be one step closer to getting yourself and your family on the path to a secure and happy future.

Download Estate Plan Worksheet

If you find yourself in a probate proceeding, you’ll want it to be a successful one, and this checklist can help. Download our FREE checklist today and follow these 17 easy steps for a successful probate proceeding.

Download Probate Checklist

Guardianship is an important piece of an estate plan can be a great tool for helping protect the rights of your loved ones. Download our FREE checklist today and take one important step forward.

NOTE: In many cases, it is best to meet with an elder law attorney before starting the guardianship process.

Download Guardianship Checklist

Planning your estate is one of the most important things you can provide to your children when you are gone. Download our FREE guide today to learn more about planning your estate if you have young children.

Download Estate Planning With Young Children Guide

Crafting your estate plan? It’s important to consider what the biggest, most common mistakes are made when someone begins creating their estate plan. Take a look at our guide, “Six Biggest Estate Planning Mistakes.”

Download Six Biggest Estate Planning Mistakes 

Other Helpful Resources

From American Academy of Estate Planning Attorneys, Inc.

• Creating A Lasting Legacy
• Living Trusts: Calculating The Benefit
• Set The Stage for Medicaid Eligibility
• The Trouble With Joint Tenancy
• Where There’s A Will There’s Probate
• Choosing Between a Will & a Trust