Estate Planning Articles and Information

Estate planning is an important part of everyone’s lives, whether you are single, married, divorced, or if you have children. Delegating your assets, listing your medical preferences, and choosing personal representatives are steps that every individual should take in order to avoid complications down the road.

In order to help you to plan for your future, and that of your family, we have compiled a collection of estate articles, guides, and resources for you to explore. Find answers to your estate planning questions, complete estate planning checklists, and start your first Last Will and Testament, Health Care Directive, or Power of Attorney today.

Estate Articles

Complete Guide to Estate Planning

Planning your estate is easier than you may think. Learn the essentials to estate planning and create personalized estate and health care documents to ensure you and your loved ones are protected.

Disinherit Someone from Your Will: A Step-by-Step Guide

Before making the choice to disinherit a family member or relative in your Last Will, consider the consequences of your decision.

Estate Planning for Married Couples

The complete guide to estate planning with a spouse, including the documents and decisions you both need to make.

How to Appoint a Guardian for Your Children

A parents' step-by-step guide on how to select a caregiver for their children.

How to be the Executor of an Estate

A step-by-step guide to being an executor and settling an estate.

International Travel Checklist

Here are some of the tasks that should be taken care of before you depart on an international trip.

Intestate: Dying Without a Will

Intestate is a term that describes when a person dies without a Last Will and Testament. It may describe either a deceased person or their estate.

Probate: What Does it Mean?

Probate refers to both the process of a court determining the validity of a Last Will and Testament and the personal representative distributing the estate.

Right of Survivorship for Joint Tenants

The right of survivorship is a right granted to joint property owners that ensures the transfer of one owner's stake to the remaining owners in the case of death.

What is a Trust Fund?

Trust funds hold assets for beneficiaries to inherit. The primary benefit of trust funds is the avoidance of the probate process which can be a time-consuming and expensive process.

What is an Online Identity Record?

Documenting your various internet accounts and services creates a vital reference work for you and your loved ones. There are several reasons why you should create an online ID record--most importantly because your record is an important part of your estate plan.