A selection of our most popular checklists.
How to Update Payable on Death (POD) Beneficiary Designations
Ensure your Payable on Death (POD) beneficiaries are up to date to avoid probate and streamline asset transfers.
How to Create a Simple Will in 10 Steps
Follow these 10 steps to create a legally valid simple will and ensure your assets are distributed according to your wishes.
What To Do After Someone Dies
Follow key steps to notify authorities, manage finances, secure property, and settle the estate after a loved one’s passing.