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Series Phase: EP Phase 1

  • 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 But life changes quickly, and outdated designations are one of the most common causes of accidental probate.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

    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.

    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.