Educational Resources

Learn Estate Planning & Administration

Empower yourself with knowledge. Our comprehensive library of guides, articles, and tools will help you navigate estate planning and administration with confidence.

Free Tools & Templates

Download practical tools and templates to help organize your estate planning or executor responsibilities.

Estate Planning Checklist

Planning

Comprehensive checklist to ensure you haven't missed any important steps.

PDF Download

Asset Inventory Worksheet

Planning

Organize all your assets in one convenient document.

Excel Template

Executor Timeline

Executor

Month-by-month guide for estate administration tasks.

PDF Guide

Beneficiary Contact Form

Executor

Template for collecting beneficiary information and contact details.

Word Template

State Probate Requirements Chart

Legal

Quick reference for probate thresholds and requirements by state.

Interactive Chart

Document Checklist for Executors

Legal

Essential documents needed for estate administration.

PDF Checklist

Learning FAQ

Common questions about our educational resources.

Are these resources really free?

Yes, all of our educational content and basic tools are completely free. We believe everyone should have access to quality estate planning education.

How often is the content updated?

We review and update our content quarterly to ensure accuracy and compliance with current laws and regulations.

Can I share these resources with others?

Absolutely! We encourage sharing our educational resources with family, friends, and colleagues who might benefit.

Do you provide legal advice?

Our content is educational only and doesn't constitute legal advice. For specific legal questions, please consult with a qualified attorney.

Need More Than Educational Resources?

While education is valuable, sometimes you need professional help. Explore our services for hands-on support with your estate planning and administration needs.