Tools to Help You Plan and Prepare
Upcoming Events & Workshops
Check out our upcoming community events, including Curiosity Café discussions, educational workshops, and client appreciation gatherings. Each event offers a welcoming space to explore topics like grief, legacy, mindfulness, and life transitions in a supportive environment.
Helpful Planning Resources — Free to Use and Share
We believe in empowering you with the tools and guidance you need to plan for life’s important moments. Our free resources are designed to help you organize key information, express your wishes clearly, and ease the burden on your loved ones — giving you peace of mind today and in the future.
10 Questions to Ask Your Estate Planning Attorney
Asking the right questions helps ensure your estate planning attorney has the expertise, communication skills, and personalized approach to protect your assets and meet your family’s needs.
Account Organizer
This is a form template for recording account information, including details such as account holder(s), financial institution, account and routing numbers, contact info, username, password, and notes.
Healthcare Directive Additional Wishes
Our Health Care Directive: Additional Wishes form helps you express your personal values, beliefs, and preferences to guide loved ones and medical professionals in making decisions about your care.
Tangible Personal Property List
Our Tangible Personal Property List allows you to specify individual personal items and designate who should receive them after your death.