Free tools
Planning tools you can use today
Print them and write in pencil, or fill in the forms marked fillable on your computer. Nothing you type is sent to us.
Getting Started: Estate Planning Worksheet
A short worksheet that tells us who you are, who matters to you, and what you want to happen. Complete it before your free consultation.
Aging in Place Planning Workbook
My wishes, my people, my home, my plan. A plain-language guide with places to write, for staying in your own home.
Hospital Discharge Planning
The Home-First Discharge Card, with a how-to memo, a stay log and a wallet card, so your wish to recover at home is in front of the hospital.
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These tools are how we learn what you want, so that our advice fits you. They are general information, not legal advice. See our disclaimer. For new ideas and updates, read the blog.