Coordinate beneficiaries, wills and trusts, powers of attorney, healthcare directives, stewardship, and charitable goals.
View the educational materials created for this planning ridge. Every item also remains available in the complete Resource Library.
SSFG Planning GuideA practical guide for organizing assets, ownership, beneficiaries, legal documents, trusted contacts, digital access, family instructions, and stewardship.
SSFG ChecklistA printable checklist for inventorying ownership and beneficiaries, confirming responsible people and documents, and recording family communication and follow-up.
Beneficiary designations can control important assets and should remain consistent with current family and legacy intentions.
Explore →02Wills and trusts can organize property, decision-making, privacy, and family objectives.
Explore →03Financial powers of attorney identify who may act when a person cannot manage financial matters directly.
Explore →04Healthcare directives document treatment preferences and identify advocates for medical decisions.
Explore →05A legacy includes values, responsibilities, communication, and preparation—not only property.
Explore →06A consolidated checklist helps bring beneficiaries, documents, contacts, and intentions together.
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