Information & Guides

Estate Planning Information

General, educational information to help you understand estate planning before you decide how to move forward. Nothing here is individualized legal advice.

The short version

What estate planning covers

Most estate plans work with the same handful of tools -- wills, trusts, powers of attorney, and health-care documents -- to address your property, who can act for you, your health-care wishes, and planning for the people who depend on you. The guides below cover each one in detail; for a plain-language walkthrough of how it all fits together, see the Estate Planning overview.

Wills & Trusts

  • Wills

    Put important instructions in writing and identify how you want your estate handled.

  • Trusts

    Explore whether a revocable living trust or other trust-based planning is appropriate for your goals.

Powers of Attorney

  • Powers of Attorney

    Name someone you trust to manage financial matters on your behalf if you're unable to.

Health-Care Planning

  • Health-Care Planning

    Name a medical decision-maker and document your own wishes about certain treatment.

Planning for Children

Property, Deeds & Trust Funding

  • Trust Funding

    Understand why transferring ownership of property into a trust matters to a trust-based plan.

  • Estate Planning Deeds

    General information about the deeds sometimes used to fund a trust or transfer real property.

Updating Your Plan

Ready to learn more about estate planning? Estate Planning

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