Estate planning dashboard
See which estate planning documents you have finished, which are in progress and what to consider next.
Your plan at a glance
Checking your saved documents…
The essentials
Most adults benefit from these three documents, whatever the size of their estate.
- StartLast Will and Testament
Decide who inherits your property, who manages your estate and who cares for your children.
- StartPower of Attorney
Give someone you trust legal authority to handle your financial or legal affairs.
- StartLiving Will and Health Care Directive
State your medical treatment wishes and name someone to make health decisions for you.
Worth considering
Useful if you own real estate, want to limit probate or have a more involved estate.
- StartLiving Trust
Hold your assets in a revocable trust so they can pass to beneficiaries without probate.
- StartPour-Over Will
Direct any assets left outside your living trust into the trust when you die.
- StartTransfer on Death Deed
Name who receives your real estate at death so it can pass outside of probate.
- StartPower of Attorney for a Child
Give a trusted adult temporary authority to make decisions for your child.
Help the people you leave in charge
Not legal requirements, but they make life much easier for your executor, agents and family.
- StartJust-in-Case Instructions
Leave loved ones a guide to your accounts, documents, contacts and wishes.
- StartEnd-of-Life Plan
Record your wishes for funeral arrangements, memorials and final messages.
- StartPersonal Care Profile
Share daily routines, preferences and care needs with caregivers.
- StartMedical Records Release
Authorize a health care provider to share your medical records with a person you choose.
- StartFamily Emergency Plan
Plan how your household will communicate, meet up and stay safe in an emergency.