Essentials

Review these two eBooks for background and tips to help simplify two complex but necessary processes: estate planning and estate settlement.

Wealth Transfer Essentials

Two guys prepare to go surfing.

The estate planning process can be confusing with many tactics, roles, and guidelines to consider. Our ebook explains the process in a way that is easy to follow.

Estate Settlement Essentials

A couple enjoying the sunset with the city in the background.

Dealing with the death of a loved one is challenging. If you’re an executor or trustee, it can be even more complicated. This guide can help you navigate the estate settlement process.