FREE Handouts – Antoinette Bone, PLLC

Free Estate Planning Resources

Practical Guidance for Life’s Important Decisions

Estate planning can bring up a lot of questions. What documents do you need? Who should make decisions for you? What happens when you buy a home, have children, create a trust, or lose someone you love?

We’ve created this collection of complimentary checklists, guides, and visual resources to help you better understand your options, get organized, and prepare for the conversations that matter

Browse the resources below and download the ones that fit where you are today.

Getting Your Estate Plan in Order

Estate Planning for New Homeowners

Four important things to do after buying a home.

A new home changes more than your address. This checklist covers four areas new homeowners should revisit: address information, their estate plan, legacy and beneficiary decisions, and digital and physical security.

Estate Planning Supply Checklist

Know what to gather before your estate planning meeting.

From account and beneficiary information to property records and existing legal documents, this checklist helps you gather the information your attorney may need to understand the bigger picture. The actual handout covers financial records, contact information for important decision-makers, property and digital assets, and existing estate-planning documents.

Questions After Reading a Resource?

Information Is Helpful. Knowing What Applies to You Is Better.

These resources are designed to help you get informed and organized, but no checklist can account for every family’s circumstances.

If a resource raises questions about your estate plan, a loved one’s estate, or your family’s particular situation, start with a Discovery Call with our team.

These resources are provided for general educational and informational purposes only and are not intended as legal, tax, investment, or financial advice. Your circumstances are unique, and you should consult with an appropriate qualified professional before making decisions.

John Ashford

Wonderful experience. Antoinette is incredibly detailed and got everything handled for us in an expedited manner.

Cam

Very personable, knowledgeable and certainly trustworthy.

Laura Renner

Exceeded Expectations. This has been great, thank you so much! I like how it was all organized and flowed seamlessly. It was quick and clear. I wasn’t advised to do more than necessary. Also, I like how Antoinette listened and heard me.

AlecXander Medical Spa

I highly recommend Antoinette for business owners looking for estate planning. She understands the many challenges faced by business owners. What impressed me most is she genuinely cares about her clients'. She can navigate complex issues related to business succession, asset protection, and estate planning. We love her!!

Kellye Hughes

Antoinette is an excellent attorney. She not only does superior work, but she educates her clients as to the many options involved in estate planning.

Gary F

I've know Antoinette for several years and if you are having issues with wills, estates, trusts or are thinking about your financial future, she is definitely a great resource. She has experience handling complex cases and has the patience for dealing with small matters. She's very good at warning you of potential pitfalls you might face without scaring you or pressuring you into spending more than you need.

Free Estate Planning Resources

Practical Guidance for Life’s Important Decisions

Browse the resources below and download the ones that fit where you are today.

Getting Your Estate Plan in Order

Estate Planning for New Homeowners

Four important things to do after buying a home.

Estate Planning Supply Checklist

Know what to gather before your estate planning meeting.

Questions After Reading a Resource?

Information Is Helpful. Knowing What Applies to You Is Better.

Subscribe to Our Newsletter

Office Hours

Driving Directions

Practice Areas

Service Areas

Free Resources

Disclaimer