Estate Planning Resources
Practical guides written for the questions families actually bring to the office: what to prepare, what the words mean, what to do after a death, and when a plan needs updating.
Estate Planning Checklist
A step-by-step list of what a complete Minnesota estate plan includes, so you can see what you have, what is missing, and what to bring to the office.
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Estate Planning Glossary
Estate planning has its own vocabulary. This glossary defines the terms you will see in your documents and hear in our office, with links to the pages that explain each in depth.
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Preparing for Your First Meeting
What to bring, what to think about beforehand, and what to expect, so the first meeting produces a plan instead of a list of homework.
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When a Loved One Dies
A calm, ordered list of what needs to happen in the first days, weeks, and months after a death, and where an attorney fits in.
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When to Update Your Estate Plan
An estate plan is a snapshot of your life on the day you signed it. This guide lists the events that should send you back to the office, and what usually needs to change.
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