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Estate Planning Kit

 
 

Estate Planning Kit

 

Download our free estate planning guides including essential checklists, family documents, and expert tips. Get clarity on wills, trusts, and protecting your loved ones' future.

 

 

Essential Estate Planning Checklist

At its core, estate planning helps provide clarity for your wishes and guidance for the people you leave behind.

Estate Preparation Is an Act of Love

Estate preparation is a selfless act that helps alleviate stress, minimizes conflict, and ensures that your wishes are honored when you’re no longer here to express them.

The Five Documents Every Family Needs

Many families assume everything will “just work out” if something happens to them. In reality, having the right documents in place helps reduce confusion, delays, and unnecessary stress for loved ones.

 

 

Ready for Personalized Guidance?

 

While our guides provide an excellent foundation, a tailored conversation with a Dream Builders financial professional can help you apply these insights to your unique situation, uncover opportunities, and set a personalized strategy for 2026.