Life and Estate Planning Resources You Can Use
Creating Your Personal Legacy Statement
Click on the link below to get our workbook that will get you started on creating your written personal legacy statement that can preserve stories and family history to you grandchildren, great-grandchildren and future generations.
Goals & Values Checklist
This checklist will help you get started by identifying everything you want to accomplish with your personal life and estate plan.
Personal Guide For Important Information
Here is a booklet you can download to help you keep and organize all the important information that you and a family member will need.
Protecting Your Home From Lawsuits
Information About the Homestead Act in Massachusetts