Planning for what matters should feel clear.
Explore Back 9 Planning-approved education, understand the planning process, and know where to go when a new question or life decision comes up. You do not need a portal login to start here.
One place to return when life raises a new question.
This Information Center is designed as a calm starting point. Educational topics are published only from material Back 9 Planning has approved for public use.
Know what comes next.
A clear place for approved explanations of Back 9 Planning stages, meeting preparation, and the next conversation to consider.
Prepare for important conversations.
Approved guides can help explain roles and responsibilities before a client meets with the Back 9 Planning team.
Keep the right information in the right place.
Existing clients use the protected portal for authorized records, planning organizers, meeting prep, and private documents as those services become available for their account.
See the kinds of conversations estate planning brings together.
Visual guides introduce common estate-planning themes such as family roles, future responsibilities, assets and the decisions that may matter later.
Start publicly. Continue securely when you become a client.
Explore
Review approved public education without opening a client account.
Ask
Request to learn more or ask Back 9 Planning for a conversation.
Continue securely
Authorized clients sign in for private records, forms, meeting prep, documents, and client-specific next steps.
Have a question or want to talk with Back 9 Planning?
Online requests are not currently available from this Information Center. If you already work with Back 9 Planning, use the contact method provided by your team. Existing clients can also sign in to their portal.