Family Resources

A little guidance can make a lifetime of difference.

Preparing for a baby means thinking about more than what you'll need today. We've created free tools, guides and educational experiences to help you protect what matters, prepare for what's ahead and build a stronger future for your family.

Practical. Educational. Built for growing families.

Not Sure Where to Begin?

Start with your Family Legacy Blueprint

Every family is different. Your Family Legacy Blueprint helps you understand what you already have in place, identify areas that may need attention and decide what to work on next.

Start by answering five simple questions. From there, we'll help you explore the areas that matter most to your family's future.

1

Name Guardians

Think through who should care for your children and how your wishes can be properly documented.

2

Protect Your Income

Help protect the financial foundation your family depends on.

3

Prepare Your Family

Organize the important decisions, documents and information your family may need.

4

Build Their Future

Explore emergency savings, education, opportunity, first-home and other long-term goals.

5

Create Your Legacy

Think beyond today's needs toward the values, opportunities and financial foundation you want to pass forward.

Start My Free Blueprint →

Free. Educational. Personalized to your family.

What can we help you with?

Choose an area below to find practical guidance, tools and next steps.

Protect Your Family

Understand how income protection works, estimate your family's potential financial needs and learn about the different ways families prepare for the unexpected.

Explore Family Protection →

Family Protection Checkup · Protection Needs Calculator · Beneficiary Checklist

Guardians, Wills & Trusts

Think through one of the most important decisions parents can make: who should care for their children and how their wishes should be documented.

Explore Guardian Planning →

Guardian Planning Guide · Guardian Selection Worksheet · Backup Guardian Planning

Build Financial Security

Build a stronger financial foundation for your growing family and prepare for the expenses and surprises life can bring.

Build My Foundation →

Emergency Fund · Family Budgeting · Financial Safety Net

Build Their Future

Explore ways to prepare for the opportunities and milestones that may shape your child's future.

Explore Their Future →

College · First Home · Opportunity Fund

Create Your Family Legacy

A legacy is more than money. Explore ways to preserve your family's values, wishes, memories and financial foundation for the next generation.

Explore Family Legacy →

Family Values · Legacy Letters · Important Family Information

Raise Money-Smart Kids

Give your child more than financial resources—give them the knowledge and habits to use those resources wisely.

Coming Soon

Teaching Saving · Allowances · Age-Based Money Lessons

Practical tools you can actually use.

Sometimes the most helpful next step is simply getting organized. Explore free worksheets, checklists, calculators and guides designed for growing families.

Beneficiary Review WorksheetAccess Inside
Estate Document InventoryAccess Inside
Information My Family/Executor May NeedAccess Inside
Digital Life InventoryAccess Inside
Family Emergency Information SheetAccess Inside
Monthly Cash Flow WorksheetAccess Inside
Emergency Fund TrackerAccess Inside
Debt InventoryAccess Inside
Insurance InventoryAccess Inside
Financial Account InventoryAccess Inside
Net Worth WorksheetAccess Inside
Automatic Savings ChecklistAccess Inside
Family Financial Goals WorksheetAccess Inside
Family Values WorksheetAccess Inside
Family History WorksheetAccess Inside
Family Traditions WorksheetAccess Inside

When You're Ready for Help

Education first. Professional help when you need it.

Some family decisions require more than a worksheet. When appropriate, Legacy Baby Registry can help you understand the questions to ask and connect you with qualified professionals who can help you take the next step.

Family Protection

Learn about your options and, when appropriate, speak with a licensed insurance professional.

Estate Planning

Prepare your questions and information before working with a qualified estate-planning attorney.

Financial Guidance

Understand the issues worth considering and seek appropriately qualified professional guidance when needed.

See My Next Steps

You don't have to figure it all out today.

Start with five simple questions. Your Family Legacy Blueprint will help you understand where your family stands and what may be worth working on next.

Two ways to begin. One goal: a stronger future for your family.