Estate Planning 101
e·state plan·ning | əˈstāt ˈplaniNG | noun
The process of anticipating and arranging for the management and disposal of a person’s estate during the person’s life in preparation for a person’s future incapacity or death
Checklists, FAQs, and Guides
CHECKLISTS
-
A checklist that details the most important steps to take while organizing your estate.
-
Information and considerations for appointing guardians and conservators to manage the affairs of minors or incapacitated adults.
-
A checklist to help you create a meaningful and impactful ethical will that reflects your values, beliefs, and life wisdom for generations to come.
-
A checklist to help you create and maintain comprehensive advance directives that reflect your healthcare preferences.
Get the Checklist
-
Considerations and strategies for incorporating charitable giving into your estate plan, including selecting charities, establishing charitable trusts, and maximizing tax benefits.
-
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.
-
Guidance on reviewing and updating beneficiary designations for various assets, such as life insurance policies, retirement accounts, and bank accounts.
-
A checklist to guide you through the most important steps when planning a funeral.
-
Special considerations and strategies for business owners to incorporate into their estate planning, including succession planning, business continuity, and tax planning.
-
Tips and techniques for minimizing the impact of probate on your estate, such as using living trusts, joint ownership, and beneficiary designations.
-
A checklist to guide you through the most important steps to take as an executor or administrator of an estate.
-
A checklist to help you select the correct casket.
-
A checklist to help you ensure that the chosen cemetery meets your preferences, budget, and cultural or religious considerations for a final resting place.
-
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.
-
A checklist to help you select a financial advisor who is knowledgeable, trustworthy, and aligned with your financial goals and values.
-
A checklist to help you ensure that the chosen executor is well-prepared and suited to carry out the responsibilities of managing your estate.
-
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.
-
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.
-
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.
-
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.
-
A checklist to help you select a medical power of attorney who is capable, trustworthy, and aligned with your medical wishes and values.
-
A checklist to help you make informed decisions when purchasing PreNeed Funeral Insurance to ensure funeral expenses are adequately covered.
-
A checklist providing the essential questions to ask when buying life insurance.
Get the Checklist
Frequently Asked Questions
-
Short answers to many of the most frequently asked questions about estate preparation.
Guides
Introductory Topics
-
Detailing the most important steps to take while preparing your estate.
-
An introduction to wills and trusts, which are essential tools in estate planning.
-
Provides information about creating your ethical will.
-
Provides information related to various estate tax considerations, including inheritance tax.
-
Provides information about hospice and palliative care.
-
Provides context for federal employees, retirees, and their survivors.
Guides
Funeral and End-of-Life Traditions
-
Provides information about Christian funerals and end-of-life traditions.
-
Provides information about Hindu funerals and end-of-life traditions.
-
Provides information about Jewish funerals and end-of-life traditions.
-
Provides information about LGBTQ+ funerals and end-of-life traditions.
-
Provides information about Muslim funerals and end-of-life traditions.
-
Provides information about secular funeral and end-of-life traditions.
Directories
Find Service Providers Near You
Articles
The information provided on this website is for informational purposes only and is not a substitute for professional advice. While Buried in Work and its content contributors endeavor to ensure all information is accurate, mistakes are possible. You should consult with a qualified professional, such as an attorney, for specific guidance tailored to your individual situation. Contact us to suggest new content or to become a Content Contributor.