Resource Library
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Families
Getting Started
how-to-plan-legacy-your-legacy-basics
Start here: what to gather, why it matters, and a simple 30-day plan to get organized—no legalese.
Sep 11, 2025 03:24 AM
Legacy Planning Basics: What to Gather in 30 Days
Starter guide to legacy planning: what to gather, why it matters, and a simple 30-day plan to get organized without legalese.
Pinned
Published
Families
Getting Started
how-to-plan-legacy-your-legacy-advanced
A deeper dive into documents, beneficiaries, and access so you’re ready to work with pros.
Sep 11, 2025 03:24 AM
Legacy Planning Advanced: Docs, Access & Next Steps
Go deeper on legacy planning: key documents, beneficiaries, permissions and access, plus how to prep for efficient meetings with pros.
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Published
Both
Families
Professionals
Security & Organization
sharing-safely-in-google-drive
Quick steps to share with the right people, turn off risky link-sharing, and use view-only where it fits.
Sep 11, 2025 03:32 AM
Sharing Safely in Google Drive: 5-Minute Setup
Lock down Drive sharing fast: right people, right access, link-sharing off, view-only where it fits. Five minutes to safer document sharing.
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Published
Both
Professionals
Families
Security & Organization
who-sees-what-access-map
A simple framework for who needs access today vs. after incapacity or death.
Sep 11, 2025 03:33 AM
Who Sees What? Access Map for Now vs. Later
A simple framework for who needs access now, later, or never—protect privacy today while making emergencies easier tomorrow.
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Published
Both
Professionals
Families
Security & Organization
file-naming-conventions-legacy-planning
One naming pattern to make every file findable fast, with copy-paste examples.
Sep 11, 2025 03:33 AM
File Naming for Legacy Docs: Simple Conventions
One naming pattern to keep wills, POAs, insurance and IDs findable at a glance, with copy-paste examples for families.
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Published
Families
Legacy Documents
paper-vs-digital-originals
Which documents must stay on paper, what can live digitally, and safe places for each.
Sep 11, 2025 03:34 AM
Paper vs. Digital Originals: What to Keep & Where
Which documents must stay on paper, what can live digitally, and safe places to store each so loved ones can find them quickly.
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Published
Families
Legacy Documents
will-vs-trust
What each covers, when families use one or both, and common misconceptions.
Sep 11, 2025 03:34 AM
Title: Will vs. Trust: Differences Explained Simply
Understand wills vs. trusts, what each covers, when families use one or both, and common misconceptions—plain English, no legalese.
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Published
Families
Legacy Documents
powers-of-attorney-advance-directive-hipaa
What these do, how they work together, and the info loved ones will need.
Sep 11, 2025 03:34 AM
POA & Advance Directive (Plus HIPAA): Explained
What POA and Advance Directives do, how HIPAA releases fit in, and the information loved ones will need when time matters.
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Published
Families
Legacy Documents
beneficiary-designations-tod-pod
How TOD/POD and account beneficiaries control outcomes, and a quick audit to avoid surprises.
Sep 11, 2025 03:47 AM
Beneficiary Designations & TOD/POD: Avoid Surprises
Why beneficiary choices (TOD/POD) can override a will, how to spot mismatches, and a quick audit to avoid surprises.
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Published
Families
Family Communication
what-loved-ones-need-first
The six “break-glass” essentials to find in minutes—IDs, insurance, key contacts, and access instructions.
Sep 11, 2025 03:48 AM
What Loved Ones Need First: Quick ‘Break-Glass’ List
The six essentials loved ones need to find in minutes: IDs, insurance, key contacts, access instructions and more.
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Published
Families
Family Communication
talk-to-your-family-about-your-plans
Gentle scripts and prompts to share intentions, reduce surprises, and assign roles.
Sep 11, 2025 03:48 AM
How to Talk to Your Family About Your Plans
Gentle scripts and prompts to share intentions, reduce surprises, and assign roles without drama.
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Published
Families
Family Communication
choosing-executor-trusted-contact
What makes a good executor or agent, conflict checks, and how to ask.
Sep 11, 2025 03:48 AM
Choosing an Executor/Trusted Contact: Key Traits
What makes a strong executor or trusted contact, conflict checks to consider, and how to ask someone to serve.
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Published
Both
Professionals
Families
Professional Handoff
when-to-call-a-lawyer-or-planner
Signals it’s time to get help, plus a short prep list that speeds up the first meeting.
Sep 11, 2025 03:49 AM
When to Call a Lawyer or Planner—And What to Bring
Signals it’s time to get help—and a short prep list to bring so attorneys or planners can move faster.
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Published
Both
Professionals
Families
Professional Handoff
find-a-notary-fast
Fast ways to locate a notary (banks, UPS, mobile, online) and what to bring.
Sep 11, 2025 03:49 AM
Find a Notary in 15 Minutes: Quick Guide
Fast ways to locate a notary (banks, UPS, mobile, online) plus what to bring so your signing goes smoothly.
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Published
Both
Professionals
Families
Quick Answers
lost-life-insurance-policy-clues
Where missing policies hide—old statements, HR/benefits, state tools—and how to follow up.
Sep 11, 2025 03:49 AM
Lost Your Life Insurance Policy? Where to Look
Can’t find the policy? Where to look—old statements, HR/benefits, state tools—and how to follow up.
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Published
Both
Professionals
Families
Quick Answers
faq
Short answers about data, access, timing, and what Family Harbor does (and doesn’t) do.
Sep 11, 2025 03:49 AM
Family Harbor FAQ
Answers about data, access, timing, pricing and what Family Harbor does (and doesn’t) do.
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Published
Professionals
Getting Started
when-to-recommend-family-harbor
Quick fit signals for advisors—and when FH isn’t the right match.
Sep 11, 2025 03:50 AM
When Advisors Should Recommend Family Harbor
Clear fit signals advisors can use to recommend Family Harbor—and when FH isn’t the right match.
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Published
Professionals
Professional Handoff
annual-readiness-review-using-client-setup
A 20-minute agenda to confirm essentials exist, spot beneficiary drift, and capture next steps—without becoming their organizer.
Sep 11, 2025 03:50 AM
Annual Readiness Review: Use a Client’s Family Harbor Setup
A 20-minute agenda to confirm essentials exist, spot beneficiary drift, sanity-check access, and capture next steps—without doing organizing work.
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Published
Professionals
Professional Handoff
professional-handoff-attorneys-cfps
Exactly what to attach (index + consented links) and what not to send when collaborating.
Sep 11, 2025 03:50 AM
Professional Handoff: What to Share with Attorneys/CFPs
What to attach (index + consented links) and what not to send when collaborating with attorneys or CFPs.
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Published
Professionals
Security & Organization
security-brief-email-auth-drive-access-roles
How data stays in the client’s cloud, our email/auth basics, what we can/can’t see, and each party’s role.
Sep 11, 2025 03:50 AM
Security Brief: SPF/DKIM, Drive Access, Data Roles
How client data stays in their cloud; our email/auth basics (SPF/DKIM/DMARC); what we can/can’t see; and each party’s role.
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Published
Professionals
Getting Started
conflicts-fees-referrals-compliance
How to introduce FH compliantly—no fee-splitting—plus suggested disclosures and co-branding do’s/don’ts.
Sep 11, 2025 03:51 AM
Conflicts, Fees & Referrals: What’s Allowed
Stay compliant introducing Family Harbor: no fee-splits, suggested disclosures, and co-branding do’s and don’ts.
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