Planning Toolkit

Take Time to Create Your Legacy and Organize Your Estate.

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View your free resources below (we've made all the guides available to you with no obligation). Please contact Erin Macey at if you are having any issues or have any questions. We would be happy to help.

Personal Estate Planning Kit

This comprehensive estate planning kit will save you time, protect your assets and help you establish your legacy.

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What to Do First When You Lose a Loved One

A guide to provide direction through grief and uncertainty.

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A Guide to Making Your Will

Direct your assets to the people and causes you care about most. Plus, learn what happens if you don't have a will.

View Guide