Estate planning resources
to help you protect what matters most
From free guides to helpful checklists, this is your hub for estate planning resources that include practical tools, insights, and inspiration. You’ll also find support for life’s most tender seasons, with resources for the dying and the grieving such as recommended books, death doulas, and compassionate care providers.
Whether you’re just starting to think about estate planning or have specific questions like what documents are needed for will preparation, these resources are here to help you make informed, confident decisions with care and clarity.
ESTATE PLANNING CHECKLIST
This is more than a will preparation checklist. This checklist covers the key components of estate planning and breaks the process into clear, manageable steps so you can move forward with confidence. From organizing key documents to making important decisions about your future, it’s designed to help you stay focused, prepared, and in control.
Whether you’re just getting started or double-checking that nothing has been overlooked, this guide will make sure every detail is covered—so your wishes are honored, your loved ones are cared for, and your legacy is protected.
LIVING TRUST
CREATION CHECKLIST
This checklist walks you through creating your own living trust, step by step, so you can feel confident knowing your wishes are clear, your loved ones are cared for, and your assets are protected. Think of it as the roadmap that helps you take control without the overwhelm.
TRUSTEE TRAINING GUIDE
Creating a trust is a powerful step in protecting what you’ve built and caring for the people who matter most. But the next step is just as important: equipping your trustee with the clarity and confidence they need to manage everything on your behalf.
This guide is designed to help you train and support your trustee whether that’s a family member, a close friend, or a professional—so they understand your wishes and can step into their role with ease. Inside, you’ll find practical ways to set clear expectations, outline responsibilities, and open up conversations that make the process smoother for everyone.
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ADDITIONAL
RESOURCES + SUPPORT
We know these topics can be hard to discuss. No one like to prepare for the unexpected, but your loved one's livelihood could depend on it. Each connection is meant to give you the tools to communicate your wishes clearly, set expectations, and ensure your loved ones—and your legacy—are supported every step of the way.
Here's WHAT YOU'RE GETTING:
Special Needs Planning
Caring for a loved one with special needs takes more—more planning, more intention, more love—to make sure they’re protected for life and beyond.
The Living Planner
Contingency planning and the wellbeing wheel of life.
A New Path
Gentle guidance for grief, legacy, and the liminal space you’re in.
Neptune Society
Plan ahead cremation and funeral services.
Life Insurance
Life insurance is more than a policy—it’s a powerful piece of your estate plan that helps protect your loved ones and the legacy you’re working so hard to build.
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