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Preparing for estate planning

Let us help you know what you need to do to prepare for making your estate documents.

Documents

Estate Planning Worksheet for Married People

Get organized with an estate planning checklist
Personal Fact Sheet

Organize your personal and financial information
Funeral Planning Worksheet

Plan your funeral arrangements
Estate Planning Worksheet

List and assign value to your personal assets
Estate Size and Tax Calculator for Married Couples

Determine your net worth as a married couple
Estate Size and Tax Calculator

Determine your net worth as an individual

Services and filings

Services and filings

Ask a Legal Pro

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Legal guides

Estate Planning Checklist: Essential Documents To Get Your Affairs in Order

7 min read
Estate Planning for Heroes: Honoring Our Military on Memorial Day

4 min read
What to Think About Before You Write Your Will

5 min read
Estate Planning Essentials for New Parents

4 min read
Legal Will vs. Estate Plan

2 min read
How to Pay for Funeral and Memorial Service Costs

3 min read
Duties of a Will Executor

2 min read
People to Exclude as Will Executors

3 min read
15 Important Documents You Need to Protect Your Family, Business and Property

4 min read
Certain Asset Distribution is Unaffected By a Will

4 min read
Executor Responsibilities

1 min read
Organizing Records for Your Will Executor

3 min read
Update your Will and Estate Plan After Divorce

2 min read
Focus on Financial Planning: Estate Planning for Individuals

5 min read
5 Legal Documents for Military Service People

2 min read
3 Must-Have Documents for Military Families

5 min read
Preparing for Deployment: Legal Documents for You and Your Family

4 min read
The Dad's Guide to Legal Documents

5 min read
Focus on Financial Planning: Estate Planning for Married Couples

5 min read
What Can Go Wrong? 5 Pitfalls of Not Planning Your Estate

5 min read
Help Loved Ones With Estate Planning Over the Holidays

3 min read
Six Tips for Combining Finances After Marriage

4 min read
What Happens if my Loved One Dies without a Will?

4 min read
3 Estate Planning Essentials To Protect Your Family

1 min read

Estate Planning Worksheet for Married People

Personal Fact Sheet

Funeral Planning Worksheet

Estate Planning Worksheet

Estate Size and Tax Calculator for Married Couples

Estate Size and Tax Calculator

Services and filings

Contract and document review

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