Education
Plain answers for families, trustees and beneficiaries
Short guides to read before your consultation. General information, not legal advice.
What is in an estate plan, and why funding matters
A trust, a pour-over will, powers of attorney and health care directives each do a different job. A trust only works for the assets placed in it, which is why funding is a step of its own.
First steps after a death
Secure the home and the mail, order death certificates, find the will or trust, and call before moving any money. A short checklist for the first two weeks.
Preparing your successor trustee
What your trustee will need to know and where to find it, written so you can hand it to an adult child today.