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