Free Estate Planning Resources
Practical guides and checklists to help you navigate wills, probate, and estate planning — completely free.
Free Download: The Executor's First 30 Days Checklist
40+ action items organized by week — from securing the will to filing with probate court. Print it, check items off, and stay on track during the most critical first month.
What's inside:
- Week-by-week action items
- Court filing deadlines
- Beneficiary notification templates
- Asset inventory worksheet
Free Guide: 7 Red Flags in Your Will
Most wills have at least one of these issues. This guide walks you through the seven most common problems — from outdated beneficiary designations to missing residuary clauses — so you can catch them before they cause real damage.
What's inside:
- Outdated beneficiary designations
- Missing residuary clauses
- Executor conflicts
- Digital asset gaps
- Guardianship omissions