The Legacy Desk

Resources

Checklists, glossary and guides

Practical companions to the videos. Everything here is general education. Rules vary by state.

Checklists

  • Checklist · placeholder

    [Placeholder] Checklist A

    [Placeholder] What this checklist helps someone get organized. No legal claims until sourced.

  • Checklist · placeholder

    [Placeholder] Checklist B

    [Placeholder] What this checklist helps someone get organized. No legal claims until sourced.

Glossary

Open the glossary →

BeneficiaryBeneficiary designationExecutorIntestateJoint tenancyLiving trustPour-over willPower of attorneyProbateRevocable trustTransfer on death (TOD)Will

Guides

  • Guide · placeholder

    [Placeholder] Guide A

    [Placeholder] A longer plain-English guide that pulls together several episodes on one topic.

  • Guide · placeholder

    [Placeholder] Guide B

    [Placeholder] A longer plain-English guide that pulls together several episodes on one topic.