A plan for what should happen to your assets, how you’d like to be cared for when you need it, and who will look after your children.
Also includes the staples of an Estate Plan to specify health care wishes and final arrangements with customized and state-specific documents that reflect your wishes.
Always be ready with your wishes in one place—plus you’ll ease the burden for the people you love.
Create a complete inventory of your information and your assets—for every day and emergencies.
Share your end-of-life plan (and anything else) with family, friends, and trusted advisors.
With bank-level encryption, you can be confident that all of your information is secure.
Don’t rely on googling or guesswork - your support team is on the case.
We make it super easy and intuitive, from updating to sharing as life changes.
A Will-Based Estate Plan includes customized and state-specific documents to name guardians for your children, catalog your assets, and outline what should happen in a medical emergency. Your family and loved ones are taken care of when things are handled the way you want.
Create your Will-Based Estate Plan by deciding what's right for you and your family with all options customized to your specific needs.
Instantly download your documents or request a complimentary shipment - included with your initial purchase.
Finalize your documents and make them legally binding with your signature and a notary.
A Trust goes into effect immediately after it is funded, while you are still alive. Trusts offer great control over when and how your assets are distributed and allow you to avoid probate.Wills go into effect after your death and allow you to name guardians for your children and pets, designate where your assets will go, and specify your final arrangements.
It takes most people about 20 minutes to complete their Will.
Legally, your Will does not have to be notarized*. However, it will be harder to administer after your death with no notarization.
Most Wills today are designed to be “self-proving”. This makes it easier to administer after death. A self-proving Will does require notarization.
*Unless you live in Louisiana, in which case you are legally required to have your Will notarized.
It is not necessary to get an attorney to create a legally-valid Will. You may speak with an attorney on your own. They can provide you with legal advice, discuss any tax consequences associated with your decisions, and review your documents line-by-line.
We suggest that individuals review and/or update their Wills after any life milestone or every three to five years. Milestones can include: marriage or remarriage, the purchase of a home, the birth of your first child and subsequent children, the first time you travel without your children, and any deaths in the family.
Updating your Will is easy and you certainly do not need an attorney to make changes to your Will. There are three ways to go about updating your Will: create a codicil, write a brand new Will, or make a personal property memorandum.
Yes! They'd still have to review and sign them to make them valid since the documents will belong to them.
You can go through and answer everything for them, but make sure to answer from their perspective. Ex: When it asks about children, you'll enter their children, not yours.
You'll also need to give them a chance to review the documents and make any changes before they approve and sign the documents.
If you pass away without a Will, it’s known as dying intestate. Intestacy laws vary from state to state but typically, the court will decide how your assets and debts will be distributed. Prioritizing your Estate Planning is the best way to ensure that your wishes will be properly executed.
A Will alone will not protect you from probate. Any assets that are titled in the decedent’s sole name, not jointly owned, not payable-on-death, don’t have any beneficiary designations, or are left out of a Living Trust are subject to probate.
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Please note that all prices quoted are subject to change, including due to underwriting. Products and their features may not be available in all states. To help avoid requiring a medical exam, applications ask certain health and lifestyle questions.