Free guides library
Each guide is a short, printable PDF built around one step of Life Continuity Planning™. Most take an hour or less, in one sitting. They're free.
Every guide works alongside your attorney and other advisors. None of them is legal, tax or financial advice.
First actions
See where your household's plan stands today and the one step worth taking next.
About 30 minutes.
Brief your people
Make sure the people named in your will or trust know it, and know where to start.
About 30 minutes, plus a short talk with each person.
The parent conversation
A first talk with your parents about their plans, starting where they're comfortable.
About an hour, including the conversation.
The yearly check-in
Once a year, make sure the plan you set up still fits the life you have now.
20 to 45 minutes.