If you would like to create a plan for your future or need to make updates to an existing plan, the Wills Planner can help you get started. Watch the videos below to learn how to use the Wills Planner to create the peace of mind that comes with having a plan. When you are ready to get started click on Login to Plan Your Will and create your personal settings.
A good estate plan will provide for and protect your family. The Wills Planner will help you conveniently and quickly gather the information you need to complete your plan. Follow these steps to get started. Watch video
Learn how to use the Wills Planner to select the individuals you want to manage your estate and who can manage your legal and healthcare decisions if you are unable to make these decisions yourself. Watch video
Learn how to use the Wills Planner resources to find answers to some of the more common estate planning questions and concerns that people have. Provide and Protect is a great resource that can help you find the answers you need. Watch video
Learn how to ask our organization questions about estate planning and charitable giving. You do not have to share any information with us, but we are here to help you with the decision-making process. Watch video
After completing your wills planner, you will want to create a file of the information you wish to share with your estate planning attorney. Build and save your Wills Planner PDF with these simple steps. Watch video
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.