The Learn Center

Making the process of estate planning and settlement as simple as possible.

Let’s face it, estate planning and settlement can feel overwhelming. That's why our goal is to make the process of writing your Will, setting up your Trust, or settling a loved one's estate as simple and straightforward as possible.

estate planning | 3 min read

How Leaving a Charitable Gift Helps You Leave a Lasting Legacy

Leave a lasting legacy by including a charitable gift in your estate plan. Discover how planned giving reflects your values and supports causes you care about.

estate planning | 3 min read

Beyond the Gift: Strategies for Effective Planned Gift Stewardship

estate planning | 3 min read

Top Myths and Misconceptions About Leaving Charitable Gifts in a Will