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A licensed representative will follow up with you to answer any questions you may have or help you fill out your Wishes & Memories Guide.

*Please note: These free resources are not legal documents. They are simply tools to help you get organized. As always, contact legal professionals for legal advice.

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Wishes & Memories Guide

A handy guide to help you begin putting your thoughts down. It includes vital statistics about you that your family and funeral director will need at the time of your passing. It also includes the location of important documents, your family tree, and loving messages to your loved ones.

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45 Steps to Estate Settlement

This booklet outlines the steps an Executor must take when closing an estate. It's easy instructions can help make the process a little simpler and help an Executor keep track of important details.

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Will Planning Checklist

A step-by-step guide to help you organize your wishes before you meet with your lawyer or notary.