Call (972) 564-4644 - If you're dealing with the probate process, it's important to know what documents are required.

Learn the basic documents that are essential to your estate plan including a last will & testament, living will, & medical and financial power of attorney.

This super simple 21 step estate planning checklist will help you to get your affairs in order in the event of incapacity or death.

Help your family -- and make your executor's job easier -- by getting your paperwork in order.

Protecting assets isn’t the only goal. Managing health care and taxes are also important, as is maintaining our parents’ dignity and security.

This "Important Document Organizer" printable is a comprehensive tool for cataloging essential documents and their storage locations. With sections for passports, ID cards, medical records, legal documents, and more, it’s perfect for keeping track of personal and family records. Ideal for home organization or estate planning, this layout ensures that vital information is easy to locate when needed, providing peace of mind and a quick reference in emergencies.

So much of our lives is spent online, we need a digital estate plan to cover our virtual assets, from bank accounts to crypto currency.

A personal story from a financial planner’s own family illustrates the importance of being prepared … and what happens when your parents aren’t.

Setting up your financial files for your estate planning is not for you, it is for your living relatives. Get a comprehensive detail of what to keep.