What is Estate Planning?
Estate Planning involves preparing documents to manage your assets during life and after death. Select a subcategory for the most relevant templates.
Estate Planning helps manage your assets and legacy. Our attorney-drafted templates are quick and easy to complete.

Organize your legal affairs with multiple essential forms for health, finances, and estate planning—all in one convenient package.
Prepare essential estate planning documents to safeguard your future and your loved ones' well-being, all in one convenient package.
Prepare essential legal documents to protect your health, finances, and loved ones in one convenient package.
Everything you need to prepare for and support your aging parent, with multiple related legal forms conveniently in one package.
Organize your personal and financial affairs with multiple related legal forms conveniently in one package.
Prepare essential legal documents for your family and affairs, all in one convenient package.
Access essential legal forms to protect your health, finances, and loved ones after marriage, all in one convenient package.
Get everything needed to manage your health and finances after your death in one convenient package.
Documents should reflect your current wishes and circumstances.
Proper signing, including witnesses or notarization, is often necessary.
Related documents, like powers of attorney and directives, should be consistent.
Keep your estate plan updated after major life events.
Select trusted individuals for important roles, such as executors or agents.
Store originals securely and inform trusted family members or friends.
Start in minutes with these steps.
Estate Planning helps manage and allocate your assets according to your wishes.
An Estate Plan often includes a will, power of attorney, and healthcare directive.
Review your Estate Plan after significant life events, like marriage or the birth of a child.
A Living Trust manages your assets during your lifetime and specifies distribution after death.