⚖️ Estate Planning Series
Simple, clear guidance to help you protect what matters most.
START HERE
New to Estate Planning? Start here for a grounded orientation.
This estate planning series covers wills, trusts, probate, guardianship, power of attorney, and long-term planning for families at every stage.
🏛️ About the Estate Planning Series
Estate planning doesn’t have to be confusing, intimidating, or something you “get to later.”
The Estate Planning Series was designed to guide you through the process step by step. Each article takes one topic and breaks it down in simple, practical terms. You learn the purpose and power of estate planning, laying a strong foundation before diving deeper into specific topics like wills, trusts, guardianship, and protecting digital assets in the articles ahead.
Whether you’re creating your first plan or reviewing an existing one, this series will help you move forward confidently—one decision at a time.
NOT SURE WHERE TO BEGIN?
The Estate Planning Series is organized into clear phases. If you’re new to estate planning, START HERE for a grounded orientation.
Phase 1: Foundations, Documents & First Decisions
Build your foundation.
An introduction to the core concepts of estate planning, helping you understand the essential documents every family needs and why early planning prevents stress, confusion, and costly legal delays. These foundational estate planning resources will provide the “big picture” and prepares you to make informed decisions.
Phase 2: Trusts, Strategy & Asset Protection
Shape your core decisions.
Learn how trusts work, why families often choose them, and how to properly fund, structure, and maintain them to avoid common and expensive mistakes. Advance from basic understanding into practical, action-oriented planning.
Phase 3: Decision Authority, Protection & Contingency Planning
Strengthen your plan for unique situations.
Now it’s time to focuses on people-centered situations — incapacity, medical decision-making, blended families, children, privacy, and disability planning — showing how estate planning supports real families in real-life situations.
START → Phase 3: Decision Authority, Protection & Contingency Planning
Looking for Estate Planning Resources?
Each article includes the tools relevant to that topic. You can also view the full Tools & Resources library at any time.
Related Topics You May Want to Understand
These topics often come up during medical or legal emergencies and can affect estate-related decisions, even if they aren’t part of a traditional planning process.
JOIN THE COMMUNITY
Sign up & get updates
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.
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.