Free Estate Planning Resources to Help
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Your Family Can’t Find the
Ketchup Without You.
What Will They Do When
You’re Gone?
Let’s Talk Will and Trust Basics
What is an estate plan and why is it important?
What documents make up an estate plan?
Address incapacity versus post-mortem.
How to get your estate plan in place quickly? - hint: concierge service for your convenience.
Funeral Instructions
The days immediately after a loved one passes are the most fraught and filled with grief. Complete this document to lay out wishes for your funeral including, burial or cremation wishes, obituary notes, and post-funeral celebrations.
Legacy Letter Template
Use this document as a template to leave your legacy in a letter to your loved ones. Your favorite quotes, your favorite memories, and advice for a future they have to face without you.
Personal Property Memorandum
Print this to accompany your will/trust and use it to pass on small keepsakes to friends and loved ones.
2 minute Estate Plan Cheat Sheet
This printable answers the following:
- Why Should You Have an Estate Plan?
- Who Needs an Estate Plan?
- What are the Key Elements of an Estate Plan?
- What to do Next?
Important Tips/Docs to Accompany Your Estate Plan
A quick checklist of documents you might want to keep with your estate plan and tips for planning.
Reflective Prompts for Guardianship Planning
Talking points for choosing a guardian for your children.