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Category: Estate Planning Tools

  • Complex-Blended Family Planning Toolkit (Free Download)

    Complex-Blended Family Planning Toolkit (Free Download)

    FREE DOWNLOAD

    Complex Family Planning Toolkit

    Blended Family Estate Planning

    A reflective toolkit to help blended families think through fairness, inheritance clarity, and planning decisions that reduce conflict.

    This Resource Will Help You:

    • Reflect on what fairness means in blended families
    • Clarify inheritance intentions and expectations
    • Anticipate potential misunderstandings or conflict
    • Support transparency and clarity across households
    • Reduce emotional strain caused by ambiguity

    Who This Resource Is For

    This toolkit is for blended families navigating complex relationships, multiple households, or overlapping inheritance expectations.

    How to Use This Resource

    Use this toolkit after reviewing blended family planning considerations. It’s designed to support thoughtful reflection and clarity—not quick resolutions.

    How This Fits Into Phase 3

    Phase 3 focuses on reducing conflict and protecting family relationships. This toolkit supports that goal by helping blended families plan with intention and clarity.

    Complex Family Planning Toolkit

    Download the toolkit to support clearer planning and reduce unnecessary confusion or conflict.

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    Disclaimer: Information is for educational purposes only and should not be considered legal or financial advice. Estate planning involves complex legal and tax considerations. You should consult a qualified estate planning attorney to determine the best approach for your situation and ensure compliance with your state’s laws.

  • Authority & Decision-Making Toolkit (Free Download)

    Authority & Decision-Making Toolkit (Free Download)

    FREE DOWNLOAD

    Authority & Decision-Making Toolkit

    Financial Power of Attorney Planning

    A guided toolkit to help you think clearly about who should hold financial authority if you’re unable to act—and whether they’re truly prepared for the role.

    This Resource Will Help You:

    • Think through who should manage finances during incapacity
    • Understand the real-world responsibility behind financial authority
    • Identify risks, gaps, or assumptions before decisions are needed
    • Prepare for clearer conversations and documentation
    • Reduce confusion and stress during urgent situations

    Who This Resource Is For

    This toolkit is for individuals planning for incapacity who want to make thoughtful, informed decisions about financial authority—especially where trust, family dynamics, or complexity are involved.

    How to Use This Resource

    Use this toolkit after reviewing information about durable powers of attorney. It’s designed for reflection and preparation, not quick answers, and can be revisited as circumstances change.

    How This Fits Into Phase 3

    Phase 3 focuses on authority, family impact, and real-world protection. This toolkit supports those goals by helping you think beyond paperwork and into readiness, responsibility, and trust.

    Authority & Decision-Making Toolkit

    Download the toolkit to support clear thinking and confident decisions about financial authority—before pressure is present.

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    Disclaimer: Information is for educational purposes only and should not be considered legal or financial advice. Estate planning involves complex legal and tax considerations. You should consult a qualified estate planning attorney to determine the best approach for your situation and ensure compliance with your state’s laws.

  • Health & Care Planning Toolkit (Free Download)

    Health & Care Planning Toolkit (Free Download)

    FREE DOWNLOAD

    Health & Care Planning Toolkit

    Medical Decision-Making Support

    A supportive toolkit to help you think through medical decision-making authority, care preferences, and clarity during health crises.

    This Resource Helps You:

    • Reflect on who should make medical decisions on your behalf
    • Clarify care priorities and values
    • Reduce uncertainty for loved ones during health emergencies
    • Prepare for emotionally charged decisions
    • Support dignity and clarity during medical crises

    Who This Resource Is For

    This toolkit is for individuals and families planning for medical decision-making during incapacity and wanting to reduce confusion, stress, or conflict during health emergencies.

    How to Use This Resource

    Use this toolkit after reviewing medical authority concepts. It’s designed to support reflection, discussion, and preparation—not immediate or definitive answers.

    How This Fits Into Phase 3

    Phase 3 addresses high-pressure decisions that affect families deeply. This toolkit helps bring clarity and calm to medical decision-making when emotions and urgency are high.

    Health Care Planning Toolkit

    Download the toolkit to support thoughtful medical planning and clearer advocacy during health crises.

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    Disclaimer: Information is for educational purposes only and should not be considered legal or financial advice. Estate planning involves complex legal and tax considerations. You should consult a qualified estate planning attorney to determine the best approach for your situation and ensure compliance with your state’s laws.

  • Estate Privacy & Preparedness Toolkit (Free Download)

    Estate Privacy & Preparedness Toolkit (Free Download)

    FREE DOWNLOAD

    Estate Privacy & Preparedness Toolkit

    A practical toolkit to help individuals and families think through confidentiality, preparation, and communication choices.

    What This Resource Helps You Do

    • Reflect on what information should remain private
    • Think through access and communication boundaries
    • Reduce unnecessary exposure or conflict
    • Prepare for conversations before crises arise
    • Protect sensitive information intentionally

    Who This Resource Is For

    This toolkit is for individuals and families who want to balance transparency with privacy while preparing for future decision-making.

    How to Use This Resource

    Use this toolkit alongside discussions of privacy, communication, and conflict prevention. It’s designed to support intentional preparation rather than immediate action.

    How This Fits Into Phase 3

    Phase 3 focuses on authority, preparedness, and protection. This toolkit supports those goals by helping families plan how information is shared and protected.

    Download the toolkit to support thoughtful preparation and protect privacy during sensitive situations.

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    Disclaimer: Information is for educational purposes only and should not be considered legal or financial advice. Estate planning involves complex legal and tax considerations. You should consult a qualified estate planning attorney to determine the best approach for your situation and ensure compliance with your state’s laws.

  • Family Protection Guardianship & Emergency Planning Toolkit (Free Download)

    Family Protection Guardianship & Emergency Planning Toolkit (Free Download)

    FREE DOWNLOAD

    Family Protection Toolkit

    Protection & Guardianship Planning

    A practical toolkit to help families with children think through guardianship, emergency preparedness, and continuity of care.

    This Resource Will Help You:

    • Reflect on guardianship decisions beyond legal forms
    • Think through continuity of care during emergencies
    • Reduce disruption and uncertainty for children
    • Prepare for difficult but important family decisions
    • Support stability during unexpected situations

    Who This Resource Is For

    This toolkit is for parents or caregivers who want to plan thoughtfully for their children’s care if they become unavailable due to illness, incapacity, or emergency.

    How to Use This Resource

    Use this toolkit alongside family-focused planning information. It’s designed to help you think through values, capacity, and stability—not to force immediate decisions.

    How This Fits Into Phase 3

    Phase 3 emphasizes family impact and protection. This toolkit supports those goals by helping families consider guardianship and emergency care with clarity and care.

    Family Protection Toolkit

    Download the toolkit to support thoughtful family protection planning and continuity of care.

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    Join our community to get insights, smart money tips, and tools to help you grow, protect, and elevate your life — one step at a time.

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    Disclaimer: Information is for educational purposes only and should not be considered legal or financial advice. Estate planning involves complex legal and tax considerations. You should consult a qualified estate planning attorney to determine the best approach for your situation and ensure compliance with your state’s laws.

  • Revocable Living Trust Funding Checklist (Free Download)

    Revocable Living Trust Funding Checklist (Free Download)

    FREE DOWNLOAD

    Revocable Living Trust Funding Checklist

    A practical revocable living trust funding checklist to help you properly transfer assets into your trust and avoid common funding mistakes.

    This Resource Will Help You:

    • Identify which assets should be reviewed for trust funding
    • Confirm key preparation steps before transferring assets
    • Reduce the risk of leaving assets outside the trust unintentionally
    • Support accurate, organized trust execution
    • Feel more confident that funding steps aren’t overlooked

    Who This Resource Is For

    This checklist is for individuals who have already created (or are finalizing) a revocable living trust and want to ensure it is properly funded and functional—not just signed.

    How to Use This Resource

    Use this checklist after your trust documents are in place, or while preparing to fund your trust. It works well as a reference you can return to as assets change or transfers are completed over time.

    Living Trust Funding Checklist

    Download the checklist to support careful, organized funding.

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    Disclaimer: Information is for educational purposes only and should not be considered legal or financial advice. Estate planning involves complex legal and tax considerations. You should consult a qualified estate planning attorney to determine the best approach for your situation and ensure compliance with your state’s laws.

  • Trustee Selection Worksheet (Free Download)

    Trustee Selection Worksheet (Free Download)

    FREE DOWNLOAD

    Trustee Selection Worksheet

    A guided worksheet to help evaluate trustee options thoughtfully and realistically.

    What This Resource Helps You Do

    • Compare potential trustee candidates objectively
    • Consider practical responsibilities beyond trustworthiness
    • Identify strengths, limitations, and potential conflicts
    • Clarify tradeoffs between individual and professional trustees
    • Support more confident trustee selection decisions

    Who This Resource Is For

    This worksheet is for individuals choosing a trustee or successor trustee and wanting a structured way to evaluate options beyond personal relationships.

    How to Use This Resource

    Use this worksheet during the trustee selection process or when reviewing existing trustee choices. It’s designed to support reflection, comparison, and discussion—not final answers.

    Download the worksheet to support clearer, more confident trustee decisions.

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    Join our community to get insights, smart money tips, and tools to help you grow, protect, and elevate your life — one step at a time.

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    Disclaimer: Information is for educational purposes only and should not be considered legal or financial advice. Estate planning involves complex legal and tax considerations. You should consult a qualified estate planning attorney to determine the best approach for your situation and ensure compliance with your state’s laws.

  • Trust Setup Mistakes Checklist (Free Download)

    Trust Setup Mistakes Checklist (Free Download)

    FREE DOWNLOAD

    Trust Set Up Mistakes Checklist

    A preventative checklist to help identify common trust mistakes and execution errors before they cause problems.

    This Resource Will Help You:

    • Spot common trust setup and funding mistakes
    • Identify gaps that may undermine trust effectiveness
    • Review trust coordination issues before finalizing actions
    • Reduce the risk of costly or irreversible errors
    • Strengthen overall trust execution confidence

    Who This Resource Is For

    This checklist is for individuals who have created—or are in the process of creating—a trust and want to reduce execution risks.

    How to Use This Resource

    Use this checklist as a review tool before finalizing trust setup, funding, or updates. It can also be revisited periodically as circumstances change.

    Trust Set Up Mistakes Checklist

    Download the checklist to support careful trust setup and reduce avoidable mistakes.

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    Join our community to get insights, smart money tips, and tools to help you grow, protect, and elevate your life — one step at a time.

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    Disclaimer: Information is for educational purposes only and should not be considered legal or financial advice. Estate planning involves complex legal and tax considerations. You should consult a qualified estate planning attorney to determine the best approach for your situation and ensure compliance with your state’s laws.

  • Estate Planning Glossary (Free Download)

    Estate Planning Glossary (Free Download)

    FREE DOWNLOAD

    Estate Planning Glossary

    This glossary is designed to reduce confusion and build confidence as you read, plan, and have conversations.

    Clear explanations—no legal jargon

    You don’t need to memorize these terms. Instead, use this resource as a quick reference whenever something feels unclear.

    Inside this Resource

    • Plain-language definitions of common terms
    • Simple explanations without legal complexity
    • Alphabetized format for easy reference
    • Helpful companion to all planning resources

    Looking for more resources?

    Visit our Tools & Resources hub for more free downloads.

    Planning Glossary

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    Disclaimer: Information is for educational purposes only and should not be considered legal or financial advice. Estate planning involves complex legal and tax considerations. You should consult a qualified estate planning attorney to determine the best approach for your situation and ensure compliance with your state’s laws.

  • Starter Estate Planning Checklist (Free Download)

    Starter Estate Planning Checklist (Free Download)

    FREE DOWNLOAD

    Starter Estate Planning Checklist

    This estate planning checklist is designed to help you move forward with clarity and confidence.

    Progress matters

    You don’t need to complete everything at once — this guide walks you through key decisions step by step.

    Inside this planning checklist

    • Key goals to consider before planning
    • Information to gather and review
    • Important decision-making roles to identify
    • Core documents to consider
    • Guidance on storing, sharing, and reviewing your plan

    Looking for more resources?

    Visit our Tools & Resources hub for more free downloads.

    JOIN THE COMMUNITY

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    Join our community to get insights, smart money tips, and tools to help you grow, protect, and elevate your life — one step at a time.

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    Disclaimer: Information is for educational purposes only and should not be considered legal or financial advice. Estate planning involves complex legal and tax considerations. You should consult a qualified estate planning attorney to determine the best approach for your situation and ensure compliance with your state’s laws.