Key Benefits 

Simple, Step-by-Step Planning

Easy-to-follow format, no legal experience required.

Covers Everything That Matters

Wills, power of attorney, assets, guardianship & more.

Peace of Mind for You and Your Family

• Make decisions clearly — so others don’t have to.

Comprehensive. Clear. Compassionate.

Estate planning doesn’t have to be intimidating. Our guide breaks it down into manageable steps with helpful tips and templates to walk you through the process — from creating a will to managing healthcare directives and digital assets.

What’s Inside the Estate Planning Guide

What’s Included

✅ Personal Information Organizer
✅ Will & Beneficiary Planning
✅ Power of Attorney Setup
✅ Healthcare Directive Forms
✅ Guardianship Preferences
✅ Digital Assets & Password Tracker
✅ Final Wishes (Funeral & Memorial Plans)
✅ Family Notification Checklist