Interactive Resources

Take a moment to use one of our many interactive estate planning tools to assist you in your estate and legacy planning.

Finding the Right Estate Planning Firm
New to estate planning? You can find useful tips and things to avoid when deciding on the best estate planning law firm for your planning needs.

Estate Plan Check-Up
Is it time for an estate plan review? This list of questions will help you decide if it’s time for an estate plan review meeting.

Deed Description
To ensure you bring in the correct deed when requested to bring in a copy, this description will help you understand what it may or may not look like.

Location List Handout
This form will assist you in listing out where important documents or items are kept in the event your loved ones need access to them, and you are unable to direct them.

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