book open to a page with text. text is in black font on white paper. multi-sheet pamphlets visible. the image features a b...

Navigate estate matters confidently

Our guides, checklists, and personal stories help our community of Gen X, Millennials, and Gen Z siblings understand probate (succession planning), legal docs, and best practices during the probate process. We teach lessons 2x a month on YouTube.

Navigating estate planning can seem overwhelming, but our resources, stories, and checklists are designed to guide Gen X, Millennials, and Gen Z through the process with confidence. We break down legal documents, probate complexities, and money-saving tips to help you take control of your family’s future.

Understanding estate planning

Selecting checkbox on digital pad with stylus. Tablet sits on a desk with a laptop, potted plant and cupboard in the backg...

Estate Planning Basics

Get Estate Planning Tips