Tools & Resources
Practical tools and resources to support informed decisions.
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🏛️ Estate Planning Resources
Resources below are part of our step-by-step Estate Planning Series and are introduced within the articles to ensure proper context and understanding. You are encouraged to read supporting articles for more in depth knowledge.
Topics include:
- Estate Planning Series Overview
- Estate Planning 101
- Wills & Trusts
- Powers of Attorney & Healthcare Decisions
- Planning for Children & Families
- Real-World Scenarios & Common Considerations
👉 Explore the Estate Planning Series or expand each phase for FREE downloadable resources.
⚖️ Phase 1: Foundations, Documents & First Decisions focuses on estate planning basics, including wills, beneficiaries, guardianship decisions, and executor responsibilities. Review all phase 1 articles that support the resources below.
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⚖️ Phase 2: Trusts, Strategy & Asset Protection explores trusts, probate, revocable living trusts, and strategies for managing assets during life and after death. Review all phase 2 articles that support the resources below.
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1–2 minutesRevocable Living Trust Funding Checklist (Free Download)
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1–2 minutesTrustee Selection Worksheet (Free Download)
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1–2 minutesTrust Setup Mistakes Checklist (Free Download)
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1–2 minutesRevocable vs. Irrevocable Trust Comparison Guide (Free Download)
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1–2 minutesTrust Asset Eligibility Guide (Free Download)
⚖️ Phase 3: Decision Authority, Protection & Contingency Planning covers advanced estate planning topics such as incapacity planning, blended families, special needs considerations, and long-term protections. Review all phase 3 articles that support the resources below.
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Community & Civic Resources
Resources designed for awareness, participation, and public understanding.
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Financial Literacy Resources
Educational resources focused on building understanding around everyday financial decisions.
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