Family. Finances. Future.
Resource Library
Practical guides for life's important transitions. Free to download, free to share — for families and the professionals who serve them.
The Signature Resource
The Coordination Gap™ Checklist
Our signature resource. A quick way to see whether your estate, tax, financial, and family decisions are still working together.
- Beneficiaries reviewed
- Trust funded
- Advisors aligned
- Reviewed in 3 years
Planning Resources
Guides For Every Transition
Estate Planning Checklist
The essential building blocks of a coordinated estate plan — and the pieces families most often miss.
- Will & trust
- POA
- Healthcare directives
- Beneficiaries
- Asset titling
Beneficiary Review Checklist
Beneficiary designations override your will. This is one of the most common places coordination breaks down.
- IRA & 401(k)
- Life insurance
- Annuities
- TOD accounts
- Trust coordination
Aging Parent Planning Checklist
Difficult conversations are easier when you have a plan. Bring order and care to a sensitive season.
- POA
- Healthcare proxy
- Long-term care
- Account inventory
- Family meetings
What To Do When Someone Dies
A simple, practical guide for executors and surviving family — the first steps, in a sensible order.
- First days
- First weeks
- Settling the estate
- Caring for yourself
Business Owner Succession Checklist
Your business is likely your largest asset. Make sure it's connected to the rest of your plan.
- Buy-sell agreements
- Key person planning
- Successor
- Valuation
- Estate coordination
For Professional Partners
Attorneys, CPAs, advisors, and realtors are welcome to share these guides with clients. They're designed to start better conversations — and to make coordination easy to talk about.
A Checklist Is A Start. Clarity Is The Goal.
When you're ready to see how your own pieces fit together, the Estate Score™ and a Private Review are the natural next steps.