Estate planning doesn’t have to be overwhelming. This practical guide walks individuals and families through the essential steps of getting their affairs organized, protecting their loved ones, and ensuring their wishes are clearly documented.
Inside, readers will learn how to:
- Create and organize key estate planning documents, including wills and powers of attorney
- Inventory assets, accounts, and important financial information
- Review and update beneficiary designations
- Plan for digital assets, passwords, and cryptocurrency holdings
- Document important contacts, professional advisors, and family information
- Record final wishes and end-of-life preferences
- Prepare loved ones with clear instructions for handling affairs when the time comes
Whether you're creating an estate plan for the first time, updating existing documents, caring for aging parents, or simply getting organized, this guide provides straightforward checklists, worksheets, and actionable recommendations to help you take the next step with confidence.
Download the full Estate Planning Guide for detailed worksheets, planning tools, and attorney-recommended best practices.