Checklists & Tools
Printable checklists, templates, and step-by-step planning guides.
Annual Legacy Review: What to Update Every Year
Keep your estate plan current with this annual review checklist covering beneficiaries, accounts, life changes, and document updates.
Emergency Binder: What to Include (Free Template)
Build a complete emergency binder with this section-by-section guide covering documents, contacts, accounts, and instructions your family needs.
End of Life Planning Checklist: The Complete Guide
A comprehensive end of life planning checklist covering medical wishes, funeral preferences, personal messages, digital accounts, and pet care.
Estate Planning Checklist: Everything in One Place
The definitive estate planning checklist covering documents, accounts, beneficiaries, digital assets, and important conversations to have.
First Steps in Estate Planning: A 30-Minute Start
Start your estate plan in just 30 minutes with these three simple, actionable first steps that any beginner can do right now.
Getting Your Affairs in Order: Where to Start
Feeling overwhelmed about getting your affairs in order? This guide breaks it down into simple, manageable steps starting with what matters most.
Legacy Planning by Age: What to Do in Your 30s, 40s, 50s, 60s
Discover what legacy and estate planning steps to take at every life stage from your 30s through your 60s with this age-specific guide.