Clear answers before your first meeting. Clear next steps after it.
The Client Resource Center is where our attorneys publish plain-language estate planning guides, host workshops and give clients secure links to what comes next. Every guide shows who reviewed it and when.
Free. Private by default. Educational only: no legal advice, no attorney-client relationship.
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Three ways people use this site
I am preparing to meet an attorney
Use the consultation checklist, read how the process works and write down your questions first.
Open the checklist
I want to understand my documents
Wills, trusts, powers of attorney and beneficiary forms explained without jargon, each reviewed by an attorney.
Start with wills vs. trustsI am a client and need my next step
Secure links to the matter portal for intake, documents, your agreement and your signing meeting.
See secure onboarding linksLatest guides
Ask a general question. Get a sourced answer.
The Resource Guide answers only from the firm's approved guides and shows its sources. If you ask about your own situation, it will not guess. It tells you to ask your attorney and shows you where.
- Every answer is labelled and cited to a guide section
- Personal legal questions are refused and routed to the attorney
- Your question is never stored, only the outcome
Upcoming sessions
From first inquiry to a signed, funded plan
- Inquiry and screening.
A short conversation about what you are trying to do. - Conflicts review.
The firm checks it can ethically take the work before accepting it. - Consultation.
You meet an attorney and talk through goals. - Engagement.
You review and sign an agreement describing the work and the fees.
- Information and design decisions.
You provide information; the attorney explains your options. - Drafting and attorney review.
Documents are prepared and reviewed by an attorney. - Your review.
You read the drafts and ask questions. - Signing meeting and follow-up.
Documents are signed; you receive a funding and review checklist.
Guides reviewed by the people who do this work
Learn alongside others, without exposing your matter
Joining the discussion is voluntary and separate from being a client. You post under a moderator-approved pseudonym, moderators approve posts before they appear, and anything about a personal matter is turned away.
Sample community preview
On this demo, 1,000 fictional sample profiles stand in for a community. They are always labelled, never counted as real members and can be hidden in one click.
What lives here, and what does not
Here: general guides, events, announcements and the optional educational discussion.
Not here: your documents, case details, conflicts, billing and messages with your attorney. Those stay in the secure matter portal.
Good to know
Is this legal advice?
No. Everything here is general education. Using the site does not make the firm your lawyers, and nothing creates an attorney-client relationship until you sign an engagement agreement.
Can I post about my own situation?
No. The educational discussion is for general questions only, and posts that describe a personal matter are screened out. Ask your attorney in the secure matter portal instead.
Who sees my profile?
No one by default. Your profile is private. If you join the discussion, you can choose to show only an approved pseudonym.
How are the guides reviewed?
An attorney reviews and approves each guide before it is public. The reviewer and the review date are shown on the guide, and a guide that is edited goes back to review.
Can I delete my account?
Yes. Request deletion from your profile. There is a seven day window to change your mind, then your personal data is erased.
Start with a guide, or create a free account
Browse without signing up. Create an account to register for events, track your next steps and request a consultation when you are ready.