Resources & FAQ
End-of-life planning can feel overwhelming. These resources are here to help you understand your options, ask better questions, and take the first step with confidence.
A will, a durable power of attorney, a healthcare proxy, a living will, and a POLST form — these five documents form the foundation of any solid end-of-life plan. Without them, your family may face court proceedings, conflicting decisions, and unnecessary stress during an already difficult time.
Start with the healthcare proxy. It's the document most likely to be needed first, and it takes less than an hour to complete.
Most people have dozens of online accounts — email, banking, social media, subscriptions, cloud storage. Without a digital inventory and clear instructions, these accounts can become inaccessible or remain active indefinitely after death. Some platforms have legacy contact features; others require a court order to access.
Create a secure, encrypted document listing your accounts, usernames, and recovery methods. Store it somewhere your trusted person can find it.
Financial assets are relatively easy to divide. Sentimental items — the jewelry, the furniture, the handwritten letters — are where families most often struggle. A simple letter of instruction (separate from your will) can express your wishes for specific items and prevent conflict among loved ones.
Walk through your home with a trusted person and record a short video describing the story behind meaningful objects. It's one of the most meaningful gifts you can leave.
An ethical will — sometimes called a legacy letter — is not a legal document. It's a personal one. It's where you share your values, your life lessons, your hopes for the people you love. Unlike a traditional will, it can't be contested. It can only be treasured.
You don't need to write it all at once. Start with one memory, one lesson, one wish. The rest will follow.
Still have questions? These are the ones we hear most often.
The best way to get answers is a conversation. Book a free 30-minute call and we'll address whatever is on your mind — no pressure, no obligation.