Resources

A concise library of downloadable PDFs. Each one is short enough to read in minutes, clear enough for every family member to understand, and useful enough to bring into your next estate planning meeting.

A wooden cabin with a yellow roof in an autumn landscape, surrounded by trees with fall foliage, with snow-capped mountains in the background.

Start here to decide whether a family member, bank, or independent professional is the best structure for your trust.

A rustic wooden house built on a rocky hillside over a pond with a small waterfall, surrounded by yellow and green trees on a clear day with a blue sky.

Use these questions once you have a shortlist to confirm which individual truly meets your family’s standards.

"If we're learning together and we're sharing what we learn, guess what? We're likely to make better joint decisions" - Jay Hughes