Guides and checklists to help families and professionals organize legacy planning the right way. Everything here complements Family Harbor—not legal advice.
Resource Library
Conflicts, Fees & Referrals: What’s Allowed
Professionals
Getting Started
How to introduce FH compliantly—no fee-splitting—plus suggested disclosures and co-branding do’s/don’ts.
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How to Plan Your Legacy: Advanced
Families
Getting Started
A deeper dive into documents, beneficiaries, and access so you’re ready to work with pros.
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How to Plan Your Legacy: Basic Guide
Families
Getting Started
Start here: what to gather, why it matters, and a simple 30-day plan to get organized—no legalese.
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When to Recommend Family Harbor
Professionals
Getting Started
Quick fit signals for advisors—and when FH isn’t the right match.
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Beneficiary Designations: Why They Can Override Your Will
Families
Legacy Documents
How TOD/POD and account beneficiaries control outcomes, and a quick audit to avoid surprises.
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Choosing a Trusted Contact/Executor: Traits to Look For
Families
Family Communication
What makes a good executor or agent, conflict checks, and how to ask.
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File Naming That Saves Future-You (Simple Conventions)
Both
Professionals
Families
Security & Organization
One naming pattern to make every file findable fast, with copy-paste examples.
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Find a Notary in 15 Minutes (Quick Guide)
Both
Professionals
Families
Professional Handoff
Fast ways to locate a notary (banks, UPS, mobile, online) and what to bring.
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Frequently Asked Questions
Both
Professionals
Families
Quick Answers
Short answers about data, access, timing, and what Family Harbor does (and doesn’t) do.
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How to Talk to Your Family About Your Plans
Families
Family Communication
Gentle scripts and prompts to share intentions, reduce surprises, and assign roles.
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Lost the Policy? Where to Look for Life Insurance Clues
Both
Professionals
Families
Quick Answers
Where missing policies hide—old statements, HR/benefits, state tools—and how to follow up.
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Paper vs. Digital Originals: What to Keep & Where
Families
Legacy Documents
Which documents must stay on paper, what can live digitally, and safe places for each.
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Powers of Attorney & Advance Directive (Plus HIPAA Release)
Families
Legacy Documents
What these do, how they work together, and the info loved ones will need.
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Professional Handoff (Suggested Ways to Share with Other Attorneys/CFPs)
Professionals
Professional Handoff
Exactly what to attach (index + consented links) and what not to send when collaborating.
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Review Day: Using a Client’s Setup in Your Meeting
Professionals
Professional Handoff
A 20-minute agenda to confirm essentials exist, spot beneficiary drift, and capture next steps—without becoming their organizer.
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Security Brief(SPF/DKIM, Drive, Access Controls, Data Roles)
Professionals
Security & Organization
How data stays in the client’s cloud, our email/auth basics, what we can/can’t see, and each party’s role.
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Sharing Safely in Google Drive: A 5-Minute Setup
Both
Families
Professionals
Security & Organization
Quick steps to share with the right people, turn off risky link-sharing, and use view-only where it fits.
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What Loved Ones Need First
Families
Family Communication
The six “break-glass” essentials to find in minutes—IDs, insurance, key contacts, and access instructions.
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When to Call a Lawyer or Planner—and What to Bring
Both
Professionals
Families
Professional Handoff
Signals it’s time to get help, plus a short prep list that speeds up the first meeting.
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Who Sees What? An Access Map for Now vs. Later
Both
Professionals
Families
Security & Organization
A simple framework for who needs access today vs. after incapacity or death.
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Will vs. Trust: The Differences
Families
Legacy Documents
What each covers, when families use one or both, and common misconceptions.
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