Your Personal “START HERE” document

Estate planning isn’t just about having a will—it’s about making sure everything is organized and easily accessible when it matters most. That’s why we created a START HERE document. A simple yet essential, nonlegal tool to help you consolidate important estate planning assets (documents, passwords, accounts, instructions, etc) in one place.

How to Use This Guide

This document is designed to help you:
✅ Keep personal, legal, and financial information in one secure location
✅ Ensure your loved ones have access to crucial details when needed
✅ Reduce stress and confusion by clearly outlining your final wishes

Whether you’re just starting your estate planning journey or updating an existing plan, this guide will walk you through the key documents and information you need to have readily available.

What’s Inside?

✔️ Personal & Estate Documents – Wills, trusts, powers of attorney, and memorial wishes
✔️ Life Admin Details – Passwords, ID copies, insurance information, and medical records
✔️ Business & Financial Info – Organizational charts, trusted advisors, property titles, and investment access
✔️ Final To-Do List – Key contacts, funeral preferences, and additional instructions

Download Your Copy

Ready to get started? Click the link below to download your free STATE HERE document and begin organizing your estate plan today.

If you have any questions or need help putting your estate plan in order, we’re here to guide you. Be wise and protect your nest!