Resources & Downloads
Printable checklists, guides, and worksheets to help you organize your plans and prepare for important conversations.
"Commit to the Lord whatever you do, and he will establish your plans."
— Proverbs 16:3
Printable Checklists
Track your progress with these comprehensive checklists
Essential Documents Checklist
5 itemsWill, Power of Attorney, Healthcare Directive, Living Will, HIPAA Authorization
Beneficiary Review Checklist
5 itemsRetirement accounts, Life insurance, Bank accounts, Investments, Pension benefits
Questions for Your Attorney
8 itemsTrust vs. will, Trustee selection, Tax implications, Medicaid planning, and more
Important Information Checklist
20 itemsFinancial info, Personal documents, Digital assets, Key contacts to gather
Planning Worksheets
Fill-in worksheets to organize your information
Personal Information Worksheet
Record vital statistics, Social Security info, military service, and other personal details for your records.
Financial Accounts Worksheet
Document all bank accounts, investments, retirement funds, and other financial assets in one place.
Insurance Policies Worksheet
Track life, health, auto, home, and long-term care insurance policies and contact information.
Key Contacts Worksheet
List important contacts: attorney, accountant, financial advisor, doctors, clergy, and family members.
Digital Assets Worksheet
Document online accounts, email, social media, subscriptions, and digital property access.
Final Wishes Worksheet
Record your preferences for funeral arrangements, memorial service, and special requests.
Educational Guides
In-depth guides to help you understand your options
Estate Planning Basics Guide
Comprehensive overview of essential documents, beneficiary designations, and important information to gather.
Understanding Trusts Guide
Learn about different types of trusts, how they compare to wills, and questions to ask your attorney.
Getting Started Guide
A roadmap for beginning your planning journey, covering all four areas of preparation.
Senior Transitions Overview
Explore all four areas: Get Prepared, Personal Legacy, Peace & Comfort, Supporting Family.
Family Conversation Starters
Gentle ways to begin important discussions with loved ones
Having conversations about end-of-life planning can feel difficult, but they're incredibly important. Here are some gentle ways to start the discussion:
"I've been thinking about what I want for my future care. Could we talk about it sometime when you're comfortable?"
"I want to make sure my wishes are known so you won't have to guess what I would want. Can I share some things with you?"
"I've been reading about estate planning and realized I should get my documents in order. Would you help me think through some decisions?"
"A friend of mine went through a difficult time because their parent hadn't planned ahead. It made me want to make sure we're prepared."
Tip for Success
Choose a calm, private moment—not during a crisis or family gathering. Let your loved ones know it's okay to take time to process and come back to the conversation later.
Need Help Getting Organized?
Our team can help you understand which resources are most relevant for your situation and guide you through the planning process.