<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=2014594188811547&amp;ev=PageView&amp;noscript=1">
CALL NOW 614-641-7399

Guides

FEATURED

Free Guide: The Probate Process and What to Expect

In this guide, you'll learn how to navigate the probate process.

Our free guide outlines the three phases in the probate process, provides guidelines on probate attorneys and gives direction on the estate management, estate sale and asset distribution process.

DOWNLOAD

Additional Resources

Book Mockup - What to Expect after Passing

What can you expect after the passing of a loved one?

The death of a loved one, a family member, or a close friend is a painful reality we must all face at some point. We can’t really plan for it. What we can do, however, is make ourselves aware. 

This guide is designed to guide your planning in these difficult times and includes:

  • Guidelines on the legal documents you need
  • Helpful checklists for funeral arrangements
  • Guidance on how to manage the estate

DOWNLOAD

How do you prepare for end of life for a loved one in hospice and palliative care?

Some may believe thinking of such things is disrespectful. However, planning is prudent,
and likely what our loved one wants us to do.

This guide is designed to guide your planning in these difficult times and includes:

  • Guidelines on the legal documents you need
  • How to avoid probate
  • Guidance on what to do after death

DOWNLOAD

VeteranPassingBook Mockup

What to do when a veteran has passed away?

The death of a veteran, whether it’s a family member or close friend, is a painful reality. We can’t really plan for it. What we can do, however, is make ourselves aware. 

This guide is designed to guide your planning in these difficult times and includes:

  • Guidelines on the legal documents you need
  • Helpful checklists for funeral arrangements
  • Guidance for dealing with governmental agencies 

DOWNLOAD

ParentPassingBook Mockup

What to do when a parent passes away?

Sadly, the death of a parent is something most of us will face at some point in our lives. While it's hard to imagine planning for it, it's important to be aware of what you should expect.  

This guide is designed to guide your planning in these difficult times and includes:

  • Guidelines on the legal documents you need
  • Helpful checklists for funeral arrangements
  • Guidance on estate management 

DOWNLOAD

Living Trust Book

Protect Your Family... Streamline Transfer of Assets

Estate Planning, Avoiding Probate and Keeping Your Affairs Private

Estate planning is an unfortunate necessity. The last thing you want to think about is leaving your loved ones, but failure to plan before your death will leave them to deal with the pain and hassle of probate court.

This guide is designed to walk you through the process of planning a living trust, including:

  • The basics of a trust
  • The costs related to creating a trust
  • The steps required to set up a trust
  • .. and more 

DOWNLOAD

Estate Planning Book

The Ultimate Estate Planning Guide: What to Expect & How to Get it Done

How do you ensure that your family is protected when you inevitably pass?

The Ultimate Estate Planning Guide will help you understand the ins and outs of planning your estate, including:

  • Benefits of estate planning
  • Components of an estate plan (Wills, Trusts, Health Care Directives, Power of Attorney, Life Insurance Beneficiary Forms)
  • Choosing an attorney
  • And more!

DOWNLOAD