Estate Planning
Comprehensive estate planning goes far beyond just having a will or a trust. It should also include the collection and management of information your next-of-kin and loved ones may need to carry out your wishes.
Find a qualified estate planning attorney near you
Leave Your Heirs The Gift of Organization
Settling an estate can demand over 500 hours of work, a daunting task in today's busy world.
Our user-friendly resources offer the invaluable gift of organization, ensuring your loved ones have all the crucial information they need to keep everything running smoothly in your absence.
Resources
Getting Started
Estate Planning 101
Ask 3 Questions
Gather Financial Info
How Prepared
Are You?
Starting the Conversation
Record Your Wishes
Wills
Designating Your Representative(s)
Power of Attorney
Advanced Care
Planning
Advanced Directives
Advanced Estate Planning
Trusts
Your Chapter of the Family History
Ethical Wills/Legacy Messages
Technology In Your Life
Digital Legacy
Ensuring Comfort
Hospice & Palliative Care
Simplify End-of-Life Tasks
End-of-Life Tasks
Topics Include
⮞ What to do before someone dies
⮞ What to do after someone dies
⮞ Planning funerals
⮞ Various end-of-life traditions explained
⮞ Estate Sales
⮞ Managing Grief
Settling Your Estate
Estate Transition & Probate
Topics Include
⮞ Introduction to Estate Taxes
⮞ What is probate?
⮞ Probate avoidance tips
⮞ Finding unclaimed property
⮞ Additional Resources
Need a Hand?
Search Our Directories
⮞ Cemeteries & Funeral Homes
⮞ Estate Sales & Cleanout Services
⮞ Home Health Care Agencies
⮞ Hospice & Palliative Care
⮞ Lawyers
⮞ Long Term Care Hospitals
⮞ Nursing Homes & Rehab Services
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Save Time With Our Guided Approach
Comprehensively organize your estate information with your custom made-to-order Estate Preparation Package.
