Where can I track my estate planning documents?

Follow along

Select any step to play the video from there.

1. 0:05Open the Help Center, and click Estate planning dashboard near the top.
2. 0:11Your plan at a glance shows how many of the three essentials you have completed.
3. 0:15Each document shows where you stand: Completed, In progress, or Not started.
4. 0:21To pick up a draft where you left off, click Continue next to it.
5. 0:26Further down, Worth considering lists documents you may want next, such as a living trust.
6. 0:32The dashboard reads the answers saved in this browser, so use the same device to see your progress.