Free Resources

Estate Planning Guides & Templates

Everything you need to understand and plan your estate — free, downloadable resources curated by our team.

Medical Directive: Your Voice When You Cannot Speak

A healthcare directive ensures your medical wishes are honored exactly as you intend — and protects your family from making impossible decisions alone at the worst moment of their lives.

General (Durable) Power of Attorney: Broad Legal Authority — When You Need It Most

A general power of attorney gives someone you trust the legal authority to act on your behalf across a wide range of financial and legal matters — not just finances.

Financial Power of Attorney: Protecting Your Finances If You Cannot

A financial power of attorney is one of the most important and most overlooked documents in a complete estate plan.

Pour-Over Will: The Safety Net Every Living Trust Needs

A pour-over will catches everything your trust doesn't — ensuring one set of instructions governs your entire estate.

Revocable Living Trust: Setup, Funding & Ongoing Management

Creating the trust is only the first step. Funding it and keeping it current is what actually protects your family.

Revocable Living Trust: The Complete Guide to Avoiding Probate

A living trust keeps your assets out of court, out of the public record, and in your family's hands — quickly and privately.

Last Will & Testament: State Requirements and Execution

While the general framework for a valid will is consistent, the specific requirements vary meaningfully by state. Here is what you need to confirm before signing.

Last Will & Testament: What is it?

A last will and testament is one of the most important legal documents you will ever create — and one of the most misunderstood.

The Crypto Inheritance Crisis

Why Your Digital Assets Need a Modern Estate Plan — A comprehensive guide covering the $84T digital wealth transfer gap, what traditional wills can't do for crypto, and a 5-step crypto estate plan. Powered by Heirvana.

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