Free Estate Planning Resources & Guides
Plain-English guides, a glossary, and practical resources to help you plan your estate and protect what you have built.
Coverage Gap Audit
Put a number on the difference between what your family would actually need and what your plan really covers. Free, private, and runs entirely in your browser.
Estate Planning Starter Checklist
Six steps in the order that actually works — what to inventory, who to name, and the beneficiary designations that quietly override your will. Free and printable.
Estate Planning Guides
Plain-English guides on wills, living trusts, beneficiaries, and protecting what you have built. Free, no sign-up.
Plain-English Glossary
Estate and legacy planning terms explained simply — wills, trusts, probate, beneficiaries, and the language you need to decide with confidence.
Start Here: Where to Begin
New to estate planning? This step-by-step guide walks you through the language, the common gaps, and how to take your next step.
Articles
Clear, practical writing on estate and legacy planning topics, published regularly. Free to read.