Resources & Support
Practical guides and family stories, available when you need them.
Essential planning guides
Comprehensive guides to help you prepare for the unexpected with compassion and clarity.
Document checklists
Never miss an important document with our detailed, state-specific checklists and templates.
Family stories
Real stories from families who have found peace and support through thoughtful planning.
Download practical tools
Get immediate access to checklists, templates, and worksheets designed to simplify complex processes.
Essential first 48 hours checklist
Critical tasks that need immediate attention after a loss
Death notification letter template
Pre-written template for notifying institutions and services
Understanding probate process
Step-by-step guide to estate settlement procedures
Asset and account inventory
Organized worksheet to track all accounts and assets
Government agency notification list
Complete list of agencies to contact with their requirements
Insurance claim forms helper
Guided assistance for completing insurance paperwork
Get the support you need
Whether you need technical help or emotional support, we're here for you every step of the way.
Frequently asked questions
Find answers to common questions about planning and using Plan with Grace.
Video tutorials
Step-by-step video guides to help you navigate the platform and planning process.
Community support
Connect with others on similar journeys in our moderated support community.
