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Resources

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Resources

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Free Online Training

Learn What You Can Do Yourself and When You Need a Lawyer to Guide You

If you are considering DIYing your own estate plan or getting a plan through your legal insurance, watch this first. Learn:

  1. How to legally plan for yourself, and all the people you love, so you don't inadvertently leave your family in court, or conflict;

  2. How to ensure your family doesn't lose your assets to the more than $70 billion of assets in state departments of Unclaimed Property ... we'll guide you how to inventory what you have, and share it with the people you love;

  3. How to get your planning handled as affordably and effectively as possible. 
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Step 1: Watch the training.

Watch our free training with Lawyer and Best-Selling Author, Ali Katz, and create your own Personal
Resource Map ™ for everything you have, and everyone you love, now.

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Step 2: Start your Personal Resource Map.

Use our free, secure, online resource mapping tool to easily gather the information that matters most for your family. After you complete your Personal Resource Map, you'll be able to print this information for your family so they know exactly what you have, if something happens to you... it'll be like a treasure map for the people you love.

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Step 3: Get Support.

Your Personal Resource Map is the foundation of your Life and Legacy Plan. Meet with a Personal Family Lawyer to discuss how to make a plan.