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Getting Started
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 |
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You and Your Family
Learn how to set your Wills Planner preferences. In this section, you can also begin entering data about you and your family members as well as some of your planning goals. Watch video |
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Your Contacts and Healthcare
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 |
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Your Finances
Learn how to compile a complete list of your assets so your attorney can complete your plan and make provision on how these assets will be distributed to your loved ones. Watch video |
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Your Estate Plan
Learn how to select the right estate plan. The plan you choose will depend on several factors including the people and charities that you wish to include in your estate plan.Watch video |
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Provide & Protect
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 |
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Connecting with a Gift Planner
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 |
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Connecting with a Gift Attorney
Learn how to take your Wills Planner information to a qualified estate planning attorney and other advisors who can then help you complete your estate plan. Watch video |
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Making a PDF
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 |
