Checklists & Planning Guides

Property Transition Readiness Checklist

Helps you explore whether keeping, renting, or selling inherited property is the right path for your family.
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Essential Legal & Financial Contacts Guide

Prompts you to gather the names and details of the professionals you may need to navigate probate and estate matters.
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Personal Property Disposition Guide

Provides a framework for deciding how to divide, donate, or sell household belongings and heirlooms respectfully.
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Move & Transition Planning Guide

Outlines simple steps for planning, organizing, and adjusting to a new living situation during life changes.
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Need more than a checklist?

We can connect you with trusted professionals to help complete the tasks you can’t or don’t want to handle alone.