Making Your Plan Comprehensive
Having the correct legal documents in place is important but it is only half of what is needed. For those handling your estate during your incapacitation or upon your passing, our goal is to avoid the "treasure hunt" and instead help you provide "treasure maps".
Locating documents (birth certificates, insurance policies, etc.) and assets (banks, IRA custodians, etc.), providing contact information (extended family, friends, employers, neighbors, etc.) and medical information (conditions, prescriptions, etc.) are just a few of the critical documents that save hours, days and weeks of searching.
This information is not collected by us to prepare your documents. We provide these forms for you to complete on your own and update over time. These forms are free to download here. We'll follow up with you annually to remind you to keep this information up-to-date.
Revocable Living Trust Overview
What is a revocable living trust? Revocable means that the creators of the trust can change or dissolve the trust at any time. Living means that the trust was set up during a person's lifetime, not after their passing.
Learn more about revocable living trusts. We explain the difference between a living trust and a will and answer common questions.