Resources For A More Informed Estate Plan.
Clear education. Practical tools. Guidance for what comes next.
Start With The Basics.
Our complimentary estate planning ebook explains common terms, documents, and planning concepts in straightforward language so you can better understand the decisions ahead.
Estate planning can feel complicated when you are first introduced to trusts, wills, powers of attorney, healthcare documents, and other unfamiliar terms. Our guide was created to give families a practical starting point before or during the planning process.
Use it to learn at your own pace, prepare questions for your planning conversation, or share it with someone in your family who may be beginning their own estate planning journey.
Resources For Every Step Of The Process.
Estate Planning Ebook
Learn the fundamentals, common terminology, and the role different estate planning documents can play.
Funding Roadmap
A practical resource provided to Goldtree clients to help explain trust funding and important steps that may follow after signing.
Planning Library
Explore estate planning articles, common questions, and real life planning scenarios as your knowledge grows.
Support After Signing
The Documents Are Only Part Of The Process.
Once your estate plan is signed, there may still be important steps needed to help put it into action. Goldtree provides practical education and resources designed to help our clients understand what comes next and keep their plan connected to real life.
You do not necessarily need to start over.
Existing estate plans should be reviewed periodically and after major changes involving family, property, finances, health, or the people named to make decisions on your behalf.
We can help you take another look at an existing plan, understand what it currently does, identify questions that may deserve attention, and determine whether updates or additional planning may be appropriate.
Signing the documents is an important milestone, but it is not always the final step.
Some plans require additional implementation, particularly when a trust is involved. That may include reviewing ownership of certain assets, account titling, beneficiary designations, property, and other items that should coordinate with the completed plan.
Goldtree clients receive practical funding education and resources designed to help organize these next steps. We also remain available when questions arise or circumstances change.
A will generally provides instructions for what should happen after death and can also address matters such as guardianship for minor children.
A trust can hold and manage property according to instructions you establish and may help families address issues such as incapacity, asset management, privacy, and how property is distributed.
Neither option is automatically right for everyone. Part of our process is helping you understand how the different tools work so you can make informed decisions based on your family and circumstances.
You do not necessarily need to start over.
Existing estate plans should be reviewed periodically and after major changes involving family, property, finances, health, or the people named to make decisions on your behalf.
We can help you take another look at an existing plan, understand what it currently does, identify questions that may deserve attention, and determine whether updates or additional planning may be appropriate.
Signing the documents is an important milestone, but it is not always the final step.
Some plans require additional implementation, particularly when a trust is involved. That may include reviewing ownership of certain assets, account titling, beneficiary designations, property, and other items that should coordinate with the completed plan.
Goldtree clients receive practical funding education and resources designed to help organize these next steps. We also remain available when questions arise or circumstances change.
A will generally provides instructions for what should happen after death and can also address matters such as guardianship for minor children.
A trust can hold and manage property according to instructions you establish and may help families address issues such as incapacity, asset management, privacy, and how property is distributed.
Neither option is automatically right for everyone. Part of our process is helping you understand how the different tools work so you can make informed decisions based on your family and circumstances.
