Estate planning isn’t just about legal documents—it’s about easing the burden on your loved ones if you aren’t around and ensuring your wishes are honored. Making these decisions in advance spares your family from difficult choices and gives you the confidence that your legacy will be handled exactly as you intend.

In this free resource you'll find

• Key areas to consider while preparing for your estate plan.
• A list of items to collect before you meet with an attorney.
• A matrix of key digital assets to consider when planning.
• And more!