Our Resources

Estate planning doesn’t have to be overwhelming. On this page, we’ve gathered a collection of resources to guide you through the process with confidence. Explore practical tools, legal tips, and expert insights to protect what matters most to you. These resources are designed to help you prepare, plan, and make decisions that align with your goals and values.

Intake Form

Gather the basic details so we can help you find the right plan and protection.

Fillable password bank to track usernames and passwords for accounts

Password Bank

Keep track of your accounts and passwords so your loved ones can find them when it counts.

TOD Guide

A quick guide explaining how to use a Transfer-on-Death Deed (TOD) and some risks and benefits associated with TODs