Empower Your Future with Our Free Estate Planning Resources
Get the tools, guides, and insights you need to make informed decisions about your financial legacy. These free resources are designed to simplify estate planning, protect your assets, and provide peace of mind for you and your loved ones.
Estate Planning Checklist
Plan with Confidence - Discover everything you need to create or update your estate plan in this comprehensive, step-by-step guide. From trusts and wills to tax-advantaged accounts, this checklist ensures no critical detail is overlooked.
Medicaid Asset Protection
Trust Guide
Protect Your Assets While Qualifying for Medicaid - This easy-to-follow guide explains how Medicaid Asset Protection Trusts (MAPTs) work, eligibility requirements, and how they shield your assets while ensuring access to essential care.
Special Needs Trust
Planning Toolkit
Support Your Loved One with Special Needs - Simplify the process of setting up a Special Needs Trust with this toolkit. It includes templates, FAQs, and clear instructions to help you protect your loved one's future while preserving government benefits.
Tax-Advantaged Accounts Guide
Maximize Growth, Minimize Taxes - Leverage the power of tax-advantaged accounts like IRAs, 401(k)s, and HSAs. This guide provides actionable strategies to reduce your tax liabilities while growing your wealth.
Probate Avoidance Strategies
Keep Your Estate Out of Probate - Avoid the stress and costs of probate with this guide. Learn simple, effective strategies to ensure your estate is smoothly transferred to your heirs without delays or legal hurdles.
VA Benefits Eligibility Checklist
Discover the Benefits You Deserve -
Designed for veterans and their families, this checklist helps you determine eligibility for VA Aid & Attendance benefits and other veteran-specific financial planning tools.
Long-Term Care
Planning Roadmap
Plan for Tomorrow, Today - Secure your future with this roadmap to funding long-term care needs. It includes essential strategies for trusts, Medicaid planning, and asset protection.
Personalized Estate Plan Assessment Quiz
Evaluate Your Estate Plan in Minutes -
Take our quick, interactive quiz to see if your estate plan has all the essential components in place. Receive recommendations to fill any gaps.
Financial Legacy Organizer
Simplify the Transfer of Your Assets -
Use this downloadable workbook to organize key financial and legal information. Ensure your loved ones have everything they need to manage your estate with ease.
Top 5 Mistakes to Avoid in Estate Planning
Avoid Costly Errors - Learn from the common mistakes others make in estate planning. This free PDF provides expert insights and actionable tips to protect your assets and legacy.
Think these tools are GREAT? Meet with a Legacy Builder.
These tools are just the beginning. Imagine the impact of working directly with one of our Legacy Builders! The decisions you make today shape the legacy you leave tomorrow, and our dedicated team is here to guide you with clarity, care, and expertise. Whether you’re protecting loved ones, preserving assets, or minimizing taxes, we provide personalized solutions to help you achieve your goals. Connect with us and experience the difference a Legacy Builder can make.
Take the First Step Today!
Don’t leave your future to chance. The decisions you make today shape the legacy you leave tomorrow. Our team of dedicated estate planning professionals is here to guide you through the process with clarity, care, and expertise. Whether you’re looking to protect your loved ones, preserve your assets, or minimize tax burdens, we’re committed to providing solutions tailored to your unique goals.
Here’s what you can expect from your complimentary consultation:
A Comprehensive Review of Your Needs: We’ll take the time to understand your financial and family situation, your goals, and your concerns.
Clear Explanations: Estate planning can feel overwhelming, but we simplify the jargon and outline your options in straightforward terms.
Tailored Strategies: Whether it’s asset protection, tax advantage accounts, or veterans’ trusts, we provide recommendations that align with your specific circumstances.
A Path Forward: You’ll leave with a clear understanding of your next steps and how we can support you in achieving your estate planning goals.
Why Wait? Your Future
Deserves Attention Now.
Don’t leave your future to chance. The decisions you make today shape the legacy you leave tomorrow. Our team of dedicated estate planning professionals is here to guide you through the process with clarity, care, and expertise. Whether you’re looking to protect your loved ones, preserve your assets, or minimize tax burdens, we’re committed to providing solutions tailored to your unique goals.
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Our Partners
Christopher Moore, Your Legacy Builder
Let’s Build Your Legacy Together
The best time to secure your future is now. Whether you’re just starting or need to refine your current plan, I’m here to help you navigate the complexities of estate planning and asset protection with care and expertise.
Why I’m Passionate About Estate Planning
Estate planning is about more than protecting assets—it’s about protecting legacies. As your trusted guide, I bring together my business acumen, leadership skills, and coaching expertise to help families and individuals across Oregon, Washington, and Idaho build a future of security, prosperity, and peace of mind. Whether you’re considering a revocable trust, irrevocable trust, veterans’ trust, or exploring tax-advantaged strategies, my goal is to empower you with clarity and confidence every step of the way.
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