Estate Planning Help
View any of our illustrated Estate Planning Briefings on wills, living trusts, probate, trustees, charitable trusts, advance health care directives and other powerful estate planning tools.
Download our free Estate Planning Organizer, complete the form on your computer, then send it to your attorney. Whether you’re in need of an estate plan or your current plan needs updating, this organizer prepares you to create or update your will or living trust. If you have completed your estate plan, the organizer gives you one place to store your most crucial estate planning documents. The organizer also allows you to list accounts, assets, and instructions so your loved ones can easily find what they need in case of emergency.
If you prefer a hard copy Estate Planning Organizer, contact Catholic Charities at 415 972 1354.