Learn
Estate planning in plain English.
Short guides on the documents we draft for you and the decisions behind them. Read at your own pace — these open on the main site.
Wills vs. trusts — the short version
6 minThe single decision most people need to make. Own a home? Probably a trust. Don't? A will is usually enough.
Funding a trust
7 minThe step where most do-it-yourself plans quietly fail. What gets re-titled, what gets a beneficiary designation, and what gets skipped.
What a power of attorney does
5 minThe document most people forget. Without one, your family has to go to conservatorship court — slow, public, expensive.
Your healthcare directive, explained
4 minThe most important document in your estate plan that has nothing to do with money. What it covers and the conversation that matters more than the document.
Preparing for attorney review
4 minFive things to gather while your plan is in review so the signing step goes smoothly. None urgent.
What happens after you submit
5 minThe full timeline — what we do, what our attorney does, what you do, and roughly how long each step takes.
Estate planning checklist
6 minThe full pre-flight checklist. Use it to confirm nothing important is missing before you submit.
Want a one-page printable? Download the estate-planning glossary (PDF).