Resources

Resources are arranged by where they fall in the Future Planning process.

This, like the rest of the site, remains a work in progress, so check back for more additions!

Emotions, Realizations & Decisions

The hardest part of anything; the beginning. Here are some resources to help engage this personal journey.

The Difficult Conversations

It’s hard enough motivating yourself, now you have to motivate and convince the family. Here are some guides and tools to facilitate some heavy conversations.

Now What?

What happens after you’ve made your plan? (I’m not there yet…)

  • Updating your Letter of Intent annually
  • Preparing for Change & Loss

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