Estate planning solutions to protect your legacy and your wishes. Available in all 50 states + Washington D.C.

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This is a handy (and easy!) template to use to help your family prioritize and access key documentation and accounts upon your passing. 

Estate Planning: Information Template

Check out my family estate planning template.

Estate planning can feel overwhelming, especially when you're trying to understand who's responsible for what. Use this guide to help you avoid common pitfalls and mistakes.

Estate Planning - Considerations & Pitfalls

Check out my estate planning considerations and pitfalls guide.

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