Resources
Estate planning guides
Plain-English guides to the decisions most people face when creating an estate plan. Read them before we meet, share them with your family, or print them to bring to your consultation.
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01
The Basics of Estate Planning
What a complete estate plan includes, how the documents work together, and why it matters.
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02
Should I Have a Will or a Revocable Trust?
How each works, and the questions that usually decide which one fits your family.
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03
Considerations for Choosing Fiduciaries
The qualities that make a good executor, trustee, or agent, and when a professional may make sense.
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04
Considerations for Choosing a Guardian
Questions to help parents decide who would raise their children if they could not.
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05
Should You Leave Assets Outright or in a Trust?
The trade-offs between giving an inheritance directly and holding it in trust for a beneficiary.
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06
Organizing and Transferring Your Digital Assets
How to inventory your online accounts and make sure the right people can reach them.
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