Will & Estate Planning Guide

Will Planning Guide

Creating a Will and organizing your estate can feel overwhelming—but it doesn’t have to be. This guide was designed to support you through the many responsibilities involved in planning your Will, documenting your wishes, and making thoughtful decisions for the future.

Inside, you’ll find a clear, step-by-step structure to help you stay organized and confident throughout the process. Topics include:

• Personal Information
• Planning Your Will
• Power of Attorney
• Health Care Directives & Representation Agreements

While this guide offers helpful, practical direction, it is not intended to replace professional legal or financial advice.

Advance Planning & Bereavement Guide

This guide has been especially designed to provide useful, practical information to help you plan your final arrangements in advance of need and even provides helpful information if a death has already occurred in your family.

Inside, you’ll find resources to help you plan your final arrangements in advance of need and find helpful information if a death has already occurred in your family. Topics include:

• Planning a Burial or Cremation
• Advance Planning - Why Should I Make My Final Arrangements in Advance?
• The Value of Pre-funding Your Final Arrangements
• Practical Information
• Commonly Asked Questions
• Family Assistance Guide
• Experiencing Grief

While this guide offers helpful, practical direction, it is not intended to replace professional legal or financial advice.

Contact us to receive a printed guide, at no charge.