Planning Toolkit

Protect loved ones and loved causes with an organized estate.

Our best resources are free and can help you with important estate planning decisions.

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View your free resources below (we've made all the guides available to you with no obligation). Please contact Meghan Moreno at if you are having any issues or have any questions. We would be happy to help.

Personal Estate Planning Kit

This comprehensive estate planning kit will save you time, protect your assets and help you establish your legacy.

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What to Do in the First 48 Hours When You Lose a Loved One

A guide to provide direction through grief and uncertainty.

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A Guide to Making Your Will

Direct your assets to the people and causes you care about most. Plus, learn what happens if you don't have a will.

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