Legal Resources and Tips
Helping you protect your future through careful legal planning.
What is a living will and how does it work?
Why Wills Are Essential
Aid & Attendance – A little-known VA benefit
Wills Versus Trusts
Estate Planning Essentials
Top 10 Questions: Estate Planning
Top 10 Questions: Probate
Tips for choosing beneficiaries
Estate Planning 101
Additional resources for our clients
We’ve created a few practical tools to help you and your family navigate estate planning, probate, and long-term care decisions with more clarity and confidence. Whether you're preparing your own documents or supporting a loved one, these free downloads can help you get started.
Critical InformationList
A worksheet to record your important financial accounts, insurance policies, passwords, debts, and legal documents. This guide helps your family locate and manage everything in the event of incapacity or death.
Estate Planning Questionnaire
Not sure where to begin? This worksheet helps you think through the key elements of your estate plan—like beneficiaries, guardians, and healthcare decisions—before you meet with an attorney.
Death Notification Checklist
A compassionate, step-by-step checklist of what to do after a loved one passes away. Includes practical guidance for legal notifications, benefit claims, and financial accounts.