A simple framework for recording the accounts, documents, policies and people your family would need to find, all in one organized place.
Resources
Tools to help you begin
Free guides and worksheets designed to make the first steps of estate planning feel
simple, calm and doable.
simple, calm and doable.
The Legacy Conversation Starter Checklist
A gentle, printable guide to opening the estate planning conversation with the people you love, what to gather, what to ask, and what to do first.
- Coming soon
Family Document
Inventory Worksheet
- Coming soon
Questions to Bring
to Your Lawyer or Advisor
A preparation guide that helps you walk into professional appointments organized, focused and ready to make decisions.
- Coming soon
Want these the moment they launch?
Get in touch and mention “resources”, you'll be the first to receive each guide
as it's published.
Take the Next Step
Prefer a Guided Start?
A session gives you everything a checklist can, plus the structure and
accountability to actually finish.
accountability to actually finish.