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
The Tony Bennett Estate Battle: A Cautionary Tale About Trustee Selection
Don't let your legacy become a cautionary tale. The right trustee choice can preserve both your assets and your family relationships.

estate planning | 4 min read
Trust & Will vs. FreeWill Reviews: Which Estate Planning Platform is Right for You?

financial advisors | 4 min read
How Financial Advisors Can Grow Their Practice with Estate Planning