Downloadable Forms
This section is updated regularly to provide valuable resources for first responders for protecting your family, building wealth, and preserving your assets.
Protect your family today!
We have two packages: a will-based plan and a trust-based plan. Each comes complete with healthcare documents to protect you, including a healthcare surrogate, HIPAA waiver, pre-need guardian, advanced dementia directive, and living will. You will also receive a Durable Power of Attorney for management of your financial affairs if you are unable to manage them on your own (i.e. a serious injury or medical condition). Click on one of the buttons below to begin your will-based plan or trust-based plan:
Will Plan:
Trust Plan:
Resources
First Responder Toolkit
Download the toolkit for important considerations for wills, trusts and asset preservation.
Wills v. Trusts Comparison
Comparison of key points for a Last Will & Testament compared to a Revocable Living Trust.
Top 5 Estate Planning Mistakes
Top 5 mistakes first responders often make regarding estate planning and asset protection.