Resource Library
A growing library of free planning resources for Texas families — wills, elder care, and financial roadmaps. Log in or join free to unlock downloads.
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Legacy Asset Inventory Roadmap
By • August 6, 2026One document that tells your family what you own, where it is, and who to call. -
Beneficiary Designation Audit Worksheet
By • August 6, 2026Beneficiary forms override your will. This worksheet finds the ones that are out of date. -
Medicaid Planning Readiness Checklist
By • August 6, 2026The records to gather and the look-back traps to understand before applying. -
Choosing a Long-Term Care Facility: Family Checklist
By • August 6, 2026Twenty-two questions to ask on a tour, plus the paperwork to request before you commit. -
Revocable Living Trust Starter Guide
By • August 6, 2026What a revocable living trust does, what it does not do, and the decisions to make before you fund one. -
Simple Will Checklist
By • August 6, 2026A clear, step-by-step checklist to help you organize the essentials before meeting with an estate planning attorney: assets, beneficiaries, guardianship decisions, and the documents you’ll want on hand. Free for members. Create a free account or log in to download this resource.