Values-based Wills and Trusts workbook

This workbook is full of exercises, tips, and information about how to use your core values and meaningful moments in your life as resources when doing the work of creating legacy plans for your loved ones. Learn about some of the important decisions ahead and gather some extra resources for the journey before you meet with an attorney in your state. Exercises support you in:

• Intentional legacy planning

• Creating wills and trusts

• Choosing potential guardians for children

• Engaging in end of life conversations

• Talking with young adults, or aging loved ones

• Finding grounding in big decisions

Use as a standalone workbook or as a prep for a coaching session with Attorney and seminary-trained pastor-type Jen Kidwell. Anyone can book a coaching session, which focuses on general information about the planning process, helping you reflect on and articulate your values, and sharing resources from unsticking the sticking points between spouses. Jen is a licensed attorney in Maryland and DC, and so can only give legal advice to clients in those jurisdictions. However, many of my own clients benefit greatly from these kinds of conversations, and not all attorneys are well equipped to engage these topics. To book a one-hour coaching session (no legal advice) visit: www.marylandlegacylaw.com/book.