Sep 8, 2025 · Estate planning is one of the most important things you can do to protect your legacy and the people you care about. Get started with this free estate planning checklist.

This guide will describe the key elements of an estate plan, the documents you should have, and some charitable giving ideas you might want to incorporate into your planning.

Save time, protect assets and avoid distress with a well-planned estate.

See how to get started, and what to do each step of the way, with our four-part estate planning checklist.

May 7, 2025 · Learn the essentials of estate planning, including wills, trusts, living wills, and strategies to minimize taxes while protecting your assets and loved ones. This step-by-step guide was created to …

Jan 16, 2025 · Follow this checklist, and you'll be all set. Account for all of your assets and wishes to ensure that your plan is executed smoothly after your death. Keep written lists (and inform your estate...

Dec 25, 2023 · There are many steps that go into this process. This estate planning checklist will help you to do all that you need to ensure that your wishes are met and to simplify the process for your...

In this Estate Planning Guide, we'll break down the big stuff into bite-sized pieces so you can start your estate plan with confidence.

Dec 20, 2024 · This guide provides a clear overview of estate planning, from essential documents to smart strategies that can save your family time, money, and stress — with a checklist to keep you …

Nov 27, 2024 · Learn about the essential documents—like wills, powers of attorney, and trusts—that form the foundation of a comprehensive estate plan, helping you pass on both wealth and wisdom to …