Here’s a list of guides and topics to help educate you about legacy, estate planning and more.
Family Preparation and Guides
Documents and Planning Checklist
Family Preparation and Guidance
The 25 Documents You Need Before You Die
Grief, Loss, and Bereavement Resources
Grief, Loss, and Bereavement Support Groups
Managing Depression After A Loved One’s Death
Devices, Passwords, and Subscriptions
Use a Password Manager – Easy Access to Online Accounts
Financial
Closing a Loved One’s Bank Accounts
Debt Collection – Paying Debts from Estate Assets
Trusts and Tax Obligations of Your Beneficiaries
Insurance
Benefits of Long-Term Care Insurance
Life Insurance Provides Peace of Mind to Families
Legacy
Legal
Estate Planning with Property in Multiple States
Filing a Small Estate Affidavit in California
How to Pass Down the Family Home
Prepare Your Family with an Estate Plan
The Importance of Defining “Property”
Transfer-on-Death Deed for Real Estate
Your Responsibilities as the Executor of a Will
Medical
Advance Care Planning: Your Health Care Directives
Power of Attorney vs. Living Will (Advance Directive)
Other Resources