Free reports
Plain-English estate reports for the household.
Each is a calm, specific read. Numbers, names, scenarios — not platitudes. Pick the one that fits where your family is, and we'll email you the PDF.
8 pages · PDF
The Probate Avoidance Cheatsheet
The seven tools that let an estate transfer privately, quickly, and outside the courtroom — and the mistakes that quietly defeat each one.
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8 pages · PDF
The Will That Actually Works
The six decisions that make a will do its job — and the two misconceptions that defeat more wills than any drafting error.
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8 pages · PDF
How to Pick a Trustee
Without wrecking your family. You are not choosing who you love most — you are hiring for a job with personal legal liability.
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