Plain-English guides for your family.
Free guides on wills, trusts, guardians and settling an estate. Education is open to everyone.
The Legacy Letter: one clear lesson on protecting your family, every week.
Join free ↗The Little Black Book of Estate Planning
Wills, trusts, powers of attorney, beneficiary designations and common myths, in plain English.
How to Choose a Guardian for Your Children
A step-by-step guide to evaluating and choosing a guardian, and the difference between a guardian and a trustee.
Estate Planning Checklist
A printable list of every document, account, beneficiary designation and funding step a complete plan needs.
Building Black Wealth Through Estate Planning
How estate planning helps close the wealth gap, with three steps families can take today.
Estate Planning for Latinx Families
Multi-generational households, cross-border property and family caregiving.
Finding the Right Estate Planning Firm
Five questions to ask every attorney, and red flags to watch for.
What Happens Without a Trust in California
The probate process, statutory fees and timeline, and how a living trust avoids it.
Understanding Powers of Attorney
Financial and health care powers of attorney, and why every adult needs them.