Estate Planning Checklist
The documents, accounts, and conversations every Alabama family should have in order.
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Free guides to help you plan with confidence.
Every guide is short, written in plain English, and free to download. Read first, decide later — there is never any pressure.
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Start with the basics.
Important Documents Checklist
What to gather before you start, from deeds and titles to insurance policies.
DownloadPlanning Timeline
A simple week-by-week view of what happens from first call to signing day.
DownloadQuestions to Ask Before Creating a Will
Ten questions that make the drafting conversation faster and clearer.
DownloadPreparing for Your Consultation
A short guide so your first 30 minutes with us are as useful as possible.
DownloadExecutor Responsibilities
What the person you name will actually be asked to do, explained plainly.
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The Estate Planning Checklist.
Tell us where to send it and the checklist downloads right away. It walks through the documents, accounts, and conversations every Alabama family should have in order.
Articles
Learn at your own pace.
Do I Really Need a Will?
A will is not only for the wealthy. It is the clearest way to tell your family what you wanted.
Read articleWill vs. Living Will: What's the Difference?
Two documents with similar names that do very different jobs. Here is the plain-English version.
Read articleHow to Choose the Right Power of Attorney
The person you name matters more than the paperwork. Here is how to think it through.
Read articleYour next step
Ready to turn reading into a plan?
One short conversation is all it takes to know where you stand and what comes next. There is no cost and no pressure.
Prefer to read first? Download the Estate Planning Checklist.