Guide hub

Estate Planning Guides

Not sure where to start? Pick a topic based on your current decision point.

6 topics ~117 min total read Updated guidance

Who built this guide

Our trusts, wills, and estates team built these guides to help you make decisions with confidence and clear next phases.

You are deciding where to begin with wills, trusts, or EPAs.
You want practical guidance before booking a full consultation.
You need to compare options across family, business, and farm succession contexts.

Phase Start here Build your baseline estate plan.

You will understand the key will decisions before meeting with your lawyer.

You will know who to appoint and which EPA powers you need.

You will understand trust fundamentals before deciding if you need one.

Phase Compare options Choose the right legal structure.

You will know whether your trust still matches your goals and obligations.

You will understand executor responsibilities and common estate administration steps.

Phase Ready to act Move to implementation conversations.

You will know how to frame fair succession discussions and next legal actions.

Talk with our team to confirm your next legal step.