Individuals & Families
For yourself, or for a loved one.
Businesses & Organizations
Resources for employees and customers.
retail
Products for in person and online.
Non-Profits
Supporting mission aligned non-profits.
I Need…
To organize my estate information
A Will
A Trust
Advance Directives
Financial Power of Attorney
An Estate Planning Attorney
Life Insurance
PreNeed Funeral Insurance
A Nursing Home
A Long Term Care Hospital
Hospice/Palliative Care
A Death Doula
Funeral/Cremation Services
An Estate Sale Provider
A Probate Attorney
Resources
All Topics
Information by topic.
Articles
1,800+ articles searchable by keyword.
Ask Three Questions
Critical questions for accounts & policies.
Business Succession
A vital endeavor for every business.
Checklists
30+ checklists on a variety of topics.
Close Online Accounts
Company specific Instructions.
Directories
9 searchable service provider directories.
Find Your Unclaimed Property
Links to all state and federal databases.
Glossary
100+ estate planning and end-of-life terms.
Guides
15 guides on a variety of topics.
BIW Podcast | Podcast Directory
Industry insider tips and stories.
Religious/Cultural Tradition
6 viewpoint specific perspectives.
Start the Conversation
Help starting the conversation with aging parents.
State Specific Resources
Resources for 50 states & Washington, DC.
Templates
30+ document and outreach templates.
Shop The Essentials
CLEAR Kits
Give your heirs the gift of clarity and organization. Organizes the crucial details your loved ones need in the event of your incapacitation or passing.
bundles
Discover our specially curated bundles and save more while getting everything you need in one go.
Estate Summary Worksheet
This free three-page estate summary collects important information about the status of your estate.
Games
Featuring thoughtfully designed questions and prompts that facilitate meaningful conversations.
Customizable templates designed to simplify estate planning and end-of-life organization.
Accessories & Storage
Physical products to help you organize your critical estate and end-of-life information.
Corporate Gifts & HR Benefits
Show appreciation and strengthen relationships with our thoughtful resources and workshops.
Workshops & Consultations
Our workshops & consultations offer practical tools and compassionate guidance for end-of-life and estate planning.
Start The Conversation With Your Parents
Our facilitation service provides you with the information you need and help identify areas that require further focus.
Checklists are essential tools for organizing your estate planning and simplifying end-of-life tasks. This page provides comprehensive checklists to help you manage these important processes and ensure nothing is overlooked.
10-Step Checklist for Creating a Will
What to Do Before Someone Die
What to Do After Someone Dies
Vehicle Disposition After Incapacitation or Death
Firearms, Weapons, & Accessories Disposition Checklist
Home Operations
Guardianship and Conservatorship Checklist
How to Access A Device After Someone Dies
Creating and Updating Advanced Directives
Charitable Giving Checklist
Digital Estate Planning Checklist
Beneficiary Designation Checklist
How To Plan A Funeral
Estate Planning for Small Business Owners Checklist
Probate Avoidance Checklist
Estate Transition and Probate
Questions to Ask When Buying a Casket
Questions to Ask When Selecting a Cemetery
Questions to Ask When Hiring an Estate Sale Company
Questions to Ask When Selecting a Financial Advisor
Questions to Ask When Choosing an Executor
Questions to Ask When Selecting an Estate Attorney
Questions to Ask When Selecting a Hospice or Palliative Care Provider
Questions to Ask When Selecting a Nursing Home or Rehab Service
Questions to Ask When Selecting A Legal Guardian For Your Children
Questions To Ask When Selecting A Medical Power of Attorney
Questions To Ask When Buying PreNeed Funeral Insurance
Questions to Ask When Buying Life Insurance
