If you don’t have an estate planning attorney, below is our “directory of directories” to find a suitable advisor for you, depending on the complexity of your planning.

The most important 15 minutes of your estate planning preparation is using this assessment. The 15-Minute Estate Assessment™ is a crucial step that prepares you before meeting with your estate planning attorney.

The important people in your life will benefit tremendously from a Direction Memo—a letter of instruction that goes beyond traditional estate planning documents, which are written to determine who gets what—not what needs to be done.