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How to Start the
Estate Planning Process
Explore Our Introductory Video
The 10 Essential Questions to Get You Started
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Who will serve as my executor, trustee, or guardian for my minor or disabled children?
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Should I create a trust for your beneficiaries, and if so, what type of trust is best suited for my situation?
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How do I divide your assets fairly among my beneficiaries, particularly if they have different financial needs or have different relationships with me?
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Should I include a no-contest clause in my estate plan to prevent any legal challenges to my will or trust?
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How do I address any conflicts between my children or other family members when making my estate plan?
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Should you make any gifts to charity or create a charitable foundation as part of my estate plan?
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How do I plan for incapacity, such as by creating a durable power of attorney or healthcare directive?
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Should I purchase long-term care insurance or explore other options for funding potential long-term care needs?
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How do I address any digital assets, such as online bank accounts or social media profiles, in my estate plan?
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Should I make any plans for my funeral or final arrangements, and if so, how do I communicate my wishes to my loved ones?