Free Estate Planning Resources

    Practical guides and checklists to help you navigate wills, probate, and estate planning — completely free.

    Free Download: The Executor's First 30 Days Checklist

    40+ action items organized by week — from securing the will to filing with probate court. Print it, check items off, and stay on track during the most critical first month.

    What's inside:

    • Week-by-week action items
    • Court filing deadlines
    • Beneficiary notification templates
    • Asset inventory worksheet

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    Free Guide: 7 Red Flags in Your Will

    Most wills have at least one of these issues. This guide walks you through the seven most common problems — from outdated beneficiary designations to missing residuary clauses — so you can catch them before they cause real damage.

    What's inside:

    • Outdated beneficiary designations
    • Missing residuary clauses
    • Executor conflicts
    • Digital asset gaps
    • Guardianship omissions

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