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Category: Estate Planning Tools

  • Family Information & Emergency Binder (Free Download)

    Family Information & Emergency Binder (Free Download)

    FREE DOWNLOAD

    Family Information & Emergency Binder

    This resource is a simple way to organize essential information—so your loved ones aren’t left guessing. This binder helps you gather important details in one place for emergencies, illness, or unexpected events.

    Organization—not documentation overload

    This binder focuses on awareness and organization. It does not ask for sensitive data or replace legal, medical, or financial documents.

    Inside this Toolkit

    • Household and emergency contact information
    • Medical overview and provider details
    • Insurance and coverage overview
    • High-level financial account inventory
    • Legal document tracking
    • Digital access guidance
    • Review and update checklist

    Looking for more resources?

    Visit our Tools & Resources hub for more free downloads.

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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.

  • Conversation Prompts for Beginning Your Plan (Free Download)

    Conversation Prompts for Beginning Your Plan (Free Download)

    FREE DOWNLOAD

    Conversation Prompts

    for Beginning Your Plan

    A gentle guide to starting important estate planning conversations—without pressure or perfection. These prompts help remove emotional barriers and make it easier to begin discussions at your own pace.

    You don’t need the perfect words

    This guide is not a script or a checklist. It’s a supportive starting point to help you open conversations when the timing feels right.

    Inside this Toolkit

    • Conversation starters for spouses or partners
    • Prompts for talking with adult children
    • Guidance for approaching parents or older relatives
    • Questions to clarify roles and expectations
    • Prompts for speaking with attorneys or advisors

    Looking for more resources?

    Visit our Tools & Resources hub for more free downloads.

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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 Risk Snapshot (Free Download)

    Estate Planning Risk Snapshot (Free Download)

    FREE DOWNLOAD

    Estate Planning Risk Snapshot

    A clear look at estate planning risks and what can happen when decisions are delayed—and why awareness matters. This brief snapshot outlines common risks so you can understand potential consequences before a crisis forces decisions.

    Progress matters—even if it’s slow

    This resource is designed to inform—not overwhelm. It provides a straightforward overview so you can decide your next steps with clarity and confidence.

    Inside this Toolkit

    • Common outcomes when no estate plan is in place
    • What may happen after death without instructions
    • What may happen during incapacity
    • Misconceptions that often lead to risk
    • How inaction can affect loved ones

    Looking for more resources?

    Visit our Tools & Resources hub for more free downloads.

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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 vs. Irrevocable Trust Comparison Guide (Free Download)

    Revocable vs. Irrevocable Trust Comparison Guide (Free Download)

    FREE DOWNLOAD

    Revocable vs. Irrevocable Trust Comparison Guide

    A side-by-side reference to help you evaluate trust options and understand key tradeoffs.

    This Resource Helps You:

    • Compare revocable and irrevocable trusts at a high level
    • Understand differences in control, flexibility, and protection
    • Clarify which trust type aligns with different planning goals
    • Prepare for more informed discussions with professionals
    • Reduce confusion when weighing trust structure options

    Who This Resource Is For

    This guide is for readers exploring trust options and trying to understand how different trust structures support different goals—before making long-term decisions.

    How to Use This Resource

    Use this guide as a comparison reference while evaluating trust strategies or reviewing recommendations. It’s designed to support decision-making, not replace professional advice.Download Call-to-Action

    Looking for more resources?

    Visit our Tools & Resources hub for more free downloads.

    Download this comparison guide to support informed trust conversations and clearer planning 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.

  • Disability Needs Planning Toolkit (Free Download)

    Disability Needs Planning Toolkit (Free Download)

    FREE DOWNLOAD

    Disability Needs Planning Toolkit

    Long-Term Care Support

    This Disability Needs Planning Toolkit helps families consider long-term care, dignity, and protection for individuals with disabilities.

    This Resource Helps 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.

    Looking for more resources?

    Visit our Tools & Resources hub for more free downloads.

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

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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 Asset Eligibility Guide (Free Download)

    Trust Asset Eligibility Guide (Free Download)

    FREE DOWNLOAD

    Trust Asset Eligibility Guide

    A reference tool to help evaluate which assets are typically appropriate for trust ownership—and which may require caution.

    What This Resource Helps You Do

    • Evaluate whether specific asset types commonly fit within a trust
    • Identify assets that are usually excluded or handled differently
    • Recognize when additional review or guidance may be needed
    • Avoid assumptions that can create funding or coordination issues
    • Support cleaner trust planning and execution decisions

    Who This Resource Is For

    This guide is for individuals reviewing asset placement decisions within a trust and wanting clarity before transferring or retitling assets.

    How to Use This Resource

    Use this guide as a reference alongside trust planning or funding activities. It’s especially helpful when reviewing unfamiliar asset types or coordinating multiple planning tools.

    Download the guide to support thoughtful asset decisions and reduce avoidable trust complications.

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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.

  • Will & Trust Comparison Guide (Free Download)

    Will & Trust Comparison Guide (Free Download)

    FREE DOWNLOAD

    Will & Trust Comparison Guide

    Clarity When You’re Not Sure Where to Start

    A simple breakdown to help you choose the tool that fits your goals.

    Stop Guessing & Start Planning

    Most people know they need “something” — a will, a trust, or both — but they’re not sure what fits their situation. This guide gives you a clean, side-by-side view so you can stop guessing and start planning with confidence.

    Inside this Toolkit

    • A one-page comparison chart
    • Key benefits of each tool
    • Real-life examples
    • A decision worksheet
    • Guided beneficiary review worksheet (PDF)

    Looking for more resources?

    Visit our Tools & Resources hub for more free downloads.

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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.

  • The Beneficiary Check-Up Toolkit (Free Download)

    The Beneficiary Check-Up Toolkit (Free Download)

    FREE DOWNLOAD

    The Beneficiary Check-Up Toolkit

    Simple steps to make sure your accounts match your real-life wishes.

    This toolkit provides a straightforward process to review your accounts and ensure your money goes exactly where you intend.

    A Clear, Confident Way to Avoid Accidental Probate

    Beneficiary designations control many of your most important accounts — often more than your will or trust. But life changes quickly, and outdated designations are one of the most common causes of accidental probate.

    Inside this Toolkit

    • Guided beneficiary review worksheet (PDF)
    • Editable tracking spreadsheet (Excel)
    • Step-by-step review checklist
    • Common mistakes to avoid
    • Tips for keeping your designations up to date

    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.

    Join Now

    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.