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Estate Planning Center

Secure your legacy with comprehensive estate planning tools and resources

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Estate Planning Dashboard

Track your progress and manage your estate planning documents

Overview
Documents
Beneficiaries

Estate Planning Progress

Overall Completion 65%
Will 100%
Trust 40%
Power of Attorney 75%

Estate Distribution

Upcoming Tasks

  • Review Trust Document
    Due in 2 weeks
    In Progress
  • Update Beneficiary Designations
    Due in 1 month
    Not Started
  • Property Title Review
    Due in 3 months
    Not Started

Estate Planning Documents

  • Last Will and Testament
    Created: Jan 15, 2023 | Updated: Jan 15, 2023
    Complete
  • Revocable Living Trust
    Created: Mar 22, 2023 | Updated: Jun 10, 2023
    In Progress
  • Durable Power of Attorney
    Created: Feb 10, 2023 | Updated: Feb 10, 2023
    Complete
  • Healthcare Directive
    Created: Feb 10, 2023 | Updated: Feb 10, 2023
    Complete

Beneficiary Management

Estate Planning Tools

Free tools to help you plan and manage your estate

Estate Tax Calculator

Calculate potential estate taxes and plan for tax-efficient transfers

Will Generator

Create a basic will using our free document generator

Trust Comparison

Compare different types of trusts and their benefits

Beneficiary Planner

Plan and organize your beneficiary designations

Estate Planning Checklist

Follow this step-by-step checklist to ensure your estate plan is complete

Inventory Your Assets
List all your assets including real estate, investments, and personal property
Create a Will
Draft and execute a last will and testament
Establish a Trust
Consider creating a trust for asset management and distribution
Designate Power of Attorney
Appoint someone to manage your affairs if you become incapacitated
Create Healthcare Directives
Document your healthcare wishes and appoint a healthcare proxy
Review Beneficiary Designations
Ensure all accounts have updated beneficiary designations
Plan for Digital Assets
Document and provide access instructions for digital assets
Review Insurance Coverage
Ensure adequate life insurance and liability coverage

Open-Source Estate Planning Resources

Free tools, templates, and educational materials for estate planning

Will Templates

Free Will Templates

Open-source will templates that can be customized for your needs

Templates Download
Estate Planning Guide

Estate Planning Guide

Comprehensive guide to estate planning from legal experts

Guide Read
Tax Resources

Estate Tax Resources

Information about estate taxes and strategies to minimize tax liability

Tax Information Explore
Legal Resources

Legal Aid Resources

Free and low-cost legal resources for estate planning

Legal Aid Find Help
Digital Estate Planning

Digital Estate Planning

Guide to managing digital assets and online accounts in your estate plan

Digital Assets Learn More
Community Resources

Community Resources

Local resources and organizations that provide estate planning assistance

Community Find Resources