Resource Library
Our Resource Library offers practical guides, checklists, and planning tools designed to help you make informed decisions about estate and business planning. These downloadable resources are created to help you prepare, protect what matters most, and avoid unnecessary legal complications before they arise.
Use this checklist to review your estate planning documents and decisions. If you answer "NO" to any of these, you might consider reviewing these items with Compass Rose Law Firm.
One of the most impactful resolutions you can make in 2026 is getting your estate plan in order. Whether you’re starting from scratch or updating old documents, having a clear plan helps protect your family and keeps them out of court.
📄 Download our 2026 Estate Planning Resolution Checklist and take the first step toward clarity and confidence.
Our Estate Administration Worksheet provides a practical roadmap for families navigating the process when a will or trust exists. From gathering documents to closing the estate, this checklist helps reduce confusion and missed steps.
✔️ Clear, organized guidance
✔️ Designed for families, not lawyers
✔️ Free downloadable resource
A will or trust is only part of the picture. Many of the things your loved ones will need after you’re gone—email accounts, online banking, photos, subscriptions—exist online.
Our Digital Assets & Password Organization Worksheet helps you organize your digital life and document how trusted individuals can access important accounts without writing down passwords.
Download the worksheet and take one simple step toward protecting your family from unnecessary stress.
This worksheet is designed to help you think through whether a Will, a Trust, or a combination of both may fit your estate planning goals. Complete the questions to help you evaluate your estate planning needs.
Resources
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