Explore our collection of downloadable guides and resources to learn about estate planning. From beginner’s guides on estate planning to checklists and FAQs, we’ve got you covered. These handy resources provide valuable insights and practical tips to assist you in making informed decisions about your future. Whether you’re just starting or fine-tuning your estate plan, download our PDF resources to secure your and your loved ones’ futures.
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eBooks:
A California Parent's Guide to Special Needs Trusts
How to Protect Your Loved One's Public Benefits When You're Gone
Estate Planning for Your Golden Years
Download our free e-Book.
Estate Planning:
A Quick Guide to California Trust Funding
A brief summary of how to transfer each type of asset into your trust.
Business Succession Planning Worksheet
A guide to protecting your family business through the transfer process.
End of Life Decisions (Flyer)
A flyer that outlines what your family needs to know about your end-of-life preferences.
Estate Plan Review Checklist
A guide of topics to consider when you review your estate plan.
How Estate Planning Saves You Money in California
A well-crafted estate plan can save you (and your loved ones) thousands.
How to Avoid a California Probate (Flyer)
A quick guide for California residents
How to Choose Estate Plan Agents
What to look for when choosing your estate plan agents.
Initial Consultation Checklist
A checklist to help you prepare for your initial consultation.
Pet Emergency Information Worksheet
A worksheet to help you collect all of the key information about your pet's care in one place.
Smart Tools for Planned Giving
An overview of how to leave a lasting legacy through thoughtful, tax-wise giving.
Understanding Powers of Attorney (Flyer)
A quick guide for California residents
What Happens to My Stuff If I Die Without an Estate Plan? (Flyer)
A flyer that outlines what could happen to your stuff, without a plan.
Parent Resources:
Kid Call List
A flyer to help you compile key information for a minor child in one place.
Guardianship Letter Worksheet
A step-by-step guide to writing a letter to your child and their guardians.
Professional Fiduciary Resources:
How to Select a Professional Fiduciary Flyer
A guide to choosing the right person to protect your estate, health, and legacy.
Professional Fiduciary Interview Checklist
Use this checklist when interviewing a professional fiduciary to ensure they’re the right fit for your estate, finances, and future.
Trust & Estate Administration Resources:
Trustee Duties Checklist
A checklist for trustees of a trust outlining your duties and responsibilities under the California Probate Code.
What To Do When a
Loved One Passes Away
A checklist and timeline for actions to take after a loved one's death.
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