Checklists, Frequently Asked Questions & Guides
Navigating estate organization and the tasks before and after a loved one's passing can be overwhelming. The resources below simplify these responsibilities, ensuring peace of mind during difficult times.
CHECKLISTS
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A checklist that details the most important steps to take while organizing your estate.
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A checklist to guide you through the most important steps to take before someone dies.
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A checklist to guide you through the most important steps to take after someone dies.
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Information and considerations for appointing guardians and conservators to manage the affairs of minors or incapacitated adults.
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A checklist to help you create a meaningful and impactful ethical will that reflects your values, beliefs, and life wisdom for generations to come.
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A checklist of steps to take to access a device without a password after someone dies.
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A checklist to help you create and maintain comprehensive advance directives that reflect your healthcare preferences.
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Considerations and strategies for incorporating charitable giving into your estate plan, including selecting charities, establishing charitable trusts, and maximizing tax benefits.
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Steps to take for managing and distributing digital assets and online accounts as part of estate planning, including passwords, social media accounts, and digital subscriptions.
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Guidance on reviewing and updating beneficiary designations for various assets, such as life insurance policies, retirement accounts, and bank accounts.
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A checklist to guide you through the most important steps when planning a funeral.
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Special considerations and strategies for business owners to incorporate into their estate planning, including succession planning, business continuity, and tax planning.
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Tips and techniques for minimizing the impact of probate on your estate, such as using living trusts, joint ownership, and beneficiary designations.
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A checklist to guide you through the most important steps to take as an executor or administrator of an estate.
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A checklist to help you select the correct casket.
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A checklist to help you ensure that the chosen cemetery meets your preferences, budget, and cultural or religious considerations for a final resting place.
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A checklist to help you ensure that you select an estate sale company that meets your needs and ensures a successful and stress-free sale process.
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A checklist to help you select a financial advisor who is knowledgeable, trustworthy, and aligned with your financial goals and values.
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A checklist to help you ensure that the chosen executor is well-prepared and suited to carry out the responsibilities of managing your estate.
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A checklist to help you assess the qualifications, experience, and compatibility of an estate attorney to ensure they are the right fit for your needs.
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A checklist to help you select a hospice or palliative care provider that meets your needs and provides compassionate, high-quality care for you or your loved one.
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A checklist to help you make an informed decision when selecting a nursing home or rehab service that meets the needs and preferences of yourself or your loved one.
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A checklist to help you choose a guardian who will provide a loving and supportive environment for your children in the event of your incapacity or death.
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A checklist to help you select a medical power of attorney who is capable, trustworthy, and aligned with your medical wishes and values.
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A checklist to help you make informed decisions when purchasing PreNeed Funeral Insurance to ensure funeral expenses are adequately covered.
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A checklist providing the essential questions to ask when buying life insurance.
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Frequently Asked Questions
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Short answers to many of the most frequently asked questions about estate preparation.
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Short answers to many of the most frequently asked questions about end-of-life tasks.
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Short answers to many of the most frequently asked questions about estate transition and probate.
Guides
Introductory Topics
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Detailing the most important steps to take while preparing your estate.
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An introduction to wills and trusts, which are essential tools in estate planning.
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Provides information about creating your ethical will.
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Provides information related to various estate tax considerations, including inheritance tax.
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Information to help you navigate the process before and after someone dies.
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Provides context for federal employees, retirees, and their survivors.
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This guide contains info to help you navigate the transition of assets.
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Provides information about hospice and palliative care.
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Provides information about organizing estate sales.
Guides
Funeral and End-of-Life Traditions
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Provides information about Christian funerals and end-of-life traditions.
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Provides information about Hindu funerals and end-of-life traditions.
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Provides information about Jewish funerals and end-of-life traditions.
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Provides information about LGBTQ+ funerals and end-of-life traditions.
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Provides information about Muslim funerals and end-of-life traditions.
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Provides information about secular funeral and end-of-life traditions.