Resources · Guides
Clear guidance, gently given.
We write these for two kinds of reader: the person quietly putting their affairs in order, and the family member facing the days after a loss. Plain English, no jargon, and no rush. Read what helps, and leave the rest for another day.
When someone passes
6 min read
What to do when your spouse passes away: a gentle first-two-weeks checklist
A calm, practical checklist for the first two weeks after losing a spouse — what truly needs doing now, and what can wait.
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7 min read
What to do when a parent dies: a practical guide for grieving children
A clear, compassionate guide for adult children after a parent's death — the immediate steps, the estate basics, and how to share the load.
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6 min read
Where to find a loved one's will, trust, and important documents
A room-by-room and institution-by-institution guide to locating a will, trust, deeds, policies, and account records after someone has passed.
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Preparing ahead
6 min read
How to talk to your family about your estate plan before it's needed
A warm, practical guide to having the estate conversation with your family — when to raise it, how to frame it, and what to actually say.
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7 min read
A checklist for organizing your own affairs: what your family will need
A complete, plain-English checklist for getting your own affairs in order — the documents, accounts, and instructions your family will need one day.
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6 min read
Understanding executors, heirs, and beneficiaries: who does what
A plain-English explanation of executors, trustees, heirs, and beneficiaries — what each role means, who does what, and how they fit together.
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When you are ready, give your family one less thing to search for.