Get Prepared
Simple steps to organize your documents and finances
so you can rest easy knowing everything is handled.
A Message For You
Take a moment to watch these important messages about your journey.
Go and Sell
Temptations and Emotions
Why Preparation Matters
One of the greatest gifts you can give yourself and your loved ones is the peace of mind that comes from being prepared. When your important documents are organized and your financial affairs are in order, you free yourself to focus on what truly matters—spending quality time with family, pursuing your passions, and enjoying each day without worry.
Did you know?
Every year, billions of dollars in family assets — homes, bank accounts, investments — are lost to state governments because no one left organized records or a plan. It's called escheat, and it's 100% preventable. That's exactly why we built these checklists — so your family never loses what's rightfully theirs. Learn more
What We Help You Organize
Click any category below to open an interactive checklist, or visit your Essential Documents to create print-ready legal and financial documents.
After saving your checklist, you can view and manage your progress anytime from your Dashboard (My Account) in the top menu.
Personal Information
Household belongings, distribution wishes, important documents, digital assets, and key contacts
Financial Records
Bank accounts, investments, insurance policies, property records, and other financial assets
Essential Documents
Auto-populates from your checklistsCreate, review, and print your critical legal and financial documents.
Our Approach
We believe preparation should be a source of comfort, not stress. Our compassionate guides walk you through each step at your own pace, using scriptural wisdom to frame these important decisions in the context of faith, family, and legacy.
Whether you're just beginning to think about organization or you need help completing documents you've started, we're here to support you with patience and understanding.
Protect Your Assets with a PSNT
For those seniors over 65 suddenly needing assisted living care, qualify for Medicare coverage without the 5 year look back — utilizing a PSNT can protect your assets.
We have purposely titled the last task as "Essential Documents" for a reason. We implore you not to quit this process before you have completed those Essential Documents. They are the foundation everyone will utilize to honor your wishes. They MUST be completed! Without them, go to this page to witness a video that will demonstrate what happens when people fail to complete those documents.
Ready to Get Started?
Take the first step toward peace of mind. Schedule a free consultation to discuss your preparation needs.
Schedule a Consultation Find a ProfessionalSee How Your Legacy Helps Young Families
When you choose to contribute to our Home Ownership Fund, your gift directly helps first-time home buyers achieve their dream. Through down payment grants and low-interest loans, young families are starting their own story—thanks to generous seniors like you.
See how we help young families