Estate Planning Checkup

Do You Really Need an Estate Plan? Take our online checkup to determine which legal documents you need to protect yourself and your family. This is an anonymous checkup and conforms to our privacy guidelines. You don't have to register your email address and your personal data is not saved.

An estate plan contains the documents you need to ensure that your wishes regarding property, finances, and end-of-life care are granted. When you create an Estate Plan you get the following documents customized to your individual circumstances using our smart legal forms technology.

Last Will

A last will and testament lets you decide how you'd like to transfer your assets upon your death.

Power of Attorney

A power of attorney is an important part of an estate plan bundle which lets you choose someone who you trust to handle your financial and legal affairs, should you become incapacitated.

Living Will/Healthcare Power of Attorney

A living will helps you clarify your healthcare decisions so that there's less worry for you and your family. A living will provides direction to healthcare professionals about your end of life decisions and whether you wish to be resuscitated if you have a life-threatening condition. A Healthcare Power of Attorney allows you to name someone to ensure that your wishes are followed and to make healthcare decisions if you can't. Note that the Financial Power of Attorney document allows a chosen person to make financial and legal decisions for you should you become incapacitated, while a healthcare power of attorney allows a chosen person to follow through on your healthcare wishes should you be unable to.

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