Money, Property, & Accounts

Estate planning isn’t just about documents. It’s also about making sure the assets you’ve worked for end up where you want them to go. From bank accounts to business interests, this section covers the financial side of end-of-life planning with practical guides and tools to help you make informed decisions now.

Whether you’re planning ahead or managing someone else’s affairs after a death, these resources walk you through how to organize, protect, and transfer what matters most.

Bank & Financial Accounts

Make sure your checking, savings, and investment accounts are titled properly—and know what happens to them when you die.

Business Interests & Succession

If you own part or all of a business, you’ll want to plan for who takes over, how it’s valued, and what happens to your share.

Debts & Loans

Who’s responsible for debt after you die? This guide breaks down what happens to credit cards, personal loans, and mortgages.

Investments & Retirement

rom 401(k)s to IRAs, learn how to name beneficiaries, avoid probate, and reduce tax headaches.

Life Insurance

Understand how life insurance works in estate planning, what to review, and how it pays out after death.

Payable on Death (POD) Beneficiaries

These designations can make certain accounts pass directly to someone without probate—but only if they’re set up correctly.

Unclaimed Property

Billions in unclaimed assets sit in government accounts. Learn how to check for lost property—and make sure your heirs don’t lose track of yours.

Want a place to store all this info?

Check out the CLEAR Kit to keep everything organized and easy to find when someone needs it.