We’ve created a library of practical tools, guides, handbooks, and on-demand workshops to help you understand your options, make informed decisions, and confidently prepare for the future. Explore the resources below at your own pace.

On-demand workshops

A workshop guided by Benjamin L. Rasche that covers the core documents that make up a complete plan, because a will is only the beginning. Learn what other tools exist, when they’re needed, and what families should think about beyond basic inheritance. Make decisions that actually protect your family and your assets.

Hosted by attorney Tammi M. Caress, this workshop ensures that everyone in your family understands their role in your estate plan. From executors and trustees to healthcare agents and guardians, we break down who does what, why it matters, and how the right team can make all the difference.

Estate planning affects everyone in the family, and talking about it early can make a meaningful difference. This workshop guides you through how and when to open the conversation with your family. We’ll also share practical questions to ask and answer so that loved ones are informed, prepared, and supported.

7 Surprising Truths (and Untruths) about estate planning, wills, trusts, probate, and more. In this workshop, we tackle the most common misconceptions families have about planning—what’s actually true, what isn’t, and why so many myths persist. If you’ve ever wondered whether you really need a trust, how probate works, or whether estate planning is only for the wealthy, you’re in the right place.

For parents, choosing guardians for minor children is one of the most important parts of an estate plan. In this workshop, we explore why guardianship matters, how to plan for the “what-ifs,” and what decisions parents should make now to protect their children later. Parenting is hard, but planning for the future doesn’t have to be.