Estate Organization & Preparation

Organizing Your Estate Information Just Got Easier

If something happened to you tomorrow, would your family know what to do?

What bills will require attention? | Are any bills on autopay? | Do you have a will or trust? | What steps need to be taken after you die? | Are your account beneficiaries properly designated? | How do you plan a funeral? | Do you have life insurance policies? | How do you access your accounts? | Do you have a plan in place for the care of minor children or dependents? | Is your will valid? | And more…

What bills will require attention? | Are any bills on autopay? | Do you have a will or trust? | What steps need to be taken after you die? | Are your account beneficiaries properly designated? | How do you plan a funeral? | Do you have life insurance policies? | How do you access your accounts? | Do you have a plan in place for the care of minor children or dependents? | Is your will valid? | And more…

Settling an estate can demand over 500 hours of work, a daunting task in today's busy world.

Our user-friendly resources offer the invaluable gift of organization, ensuring your loved ones have all the crucial information they need to keep everything running smoothly in your absence.

  • Free Resources For Do-It-Yourselfers

    Get started by learning the estate and end-of-life fundamentals with our free checklists, guides, & FAQs.

    Get Started

  • Save Time With Our Guided Approach

    Comprehensively organize your estate information with your custom made-to-order Estate Preparation Package.

    5 Reasons Why The Estate Preparation Package Can Help You
    Save Time With Our Guided Approach

Articles By Topic

Estate Planning

Articles
What is Palliative Care?
Prepare An Estate
What is Palliative Care?
Prepare An Estate

Learn what palliative care is, its key components, and the benefits it offers to patients with serious illnesses and their families.

Read More →
Prepare An Estate
What is Hospice Care?
Prepare An Estate
What is Hospice Care?
Prepare An Estate

Discover what hospice care is, its key components, and the benefits it offers to patients with terminal illnesses and their families.

Read More →
Prepare An Estate
What is a Digital Executor?
Prepare An Estate
What is a Digital Executor?
Prepare An Estate

Learn what a digital executor is and why they are essential for managing your digital assets after death. Discover their responsibilities and how to appoint one to protect your digital legacy.

Read More →
Prepare An Estate
Why You Should Use a Password Manager
Prepare An Estate
Why You Should Use a Password Manager
Prepare An Estate

Discover why using a password manager is essential for enhancing online security and simplifying password management.

Read More →
Prepare An Estate
What is a Digital Legacy?
Prepare An Estate
What is a Digital Legacy?
Prepare An Estate

Learn what a digital legacy is and why it's essential to manage your digital assets after death. Discover steps to effectively handle your online accounts, digital files, and digital property.

Read More →
Prepare An Estate
What is an ethical will?
Prepare An Estate
What is an ethical will?
Prepare An Estate

Discover what an ethical will is and its importance in sharing your values, beliefs, and life lessons with loved ones. Learn how to create one and its lasting impact on future generations.

Read More →
Prepare An Estate
What is a Legacy Message?
Prepare An Estate
What is a Legacy Message?
Prepare An Estate

Discover the importance of a legacy message, a heartfelt communication that conveys your values, life lessons, and personal sentiments to loved ones.

Read More →
Prepare An Estate
How Trusts Help Avoid Probate
Prepare An Estate
How Trusts Help Avoid Probate
Prepare An Estate

Learn how trusts help avoid probate, ensuring a faster, cost-effective, and private distribution of assets.

Read More →
Prepare An Estate
Can I Make a Trust on My Own?
Prepare An Estate
Can I Make a Trust on My Own?
Prepare An Estate

While it's possible to create a trust on your own, it's highly recommended to seek an estate attorney's assistance due to the complexities involved.

Read More →
Prepare An Estate
What is a Trust?
Prepare An Estate
What is a Trust?
Prepare An Estate

Learn what a trust is, its key components, and the different types available. Discover how trusts can benefit your estate planning, offering asset protection, tax advantages, and more.

Read More →
Prepare An Estate
Advanced Directives vs. a Living Will
Prepare An Estate
Advanced Directives vs. a Living Will
Prepare An Estate

Learn the differences between advanced directives and a living will. Understand their roles in healthcare planning to ensure your medical preferences are honored.

Read More →
Prepare An Estate
What are Advanced Directives?
Prepare An Estate
What are Advanced Directives?
Prepare An Estate

Learn what advanced directives are, their key components, and why they're essential for ensuring your healthcare preferences are honored. Discover how to create and update advanced directives for comprehensive healthcare planning.

Read More →
Prepare An Estate

Trusts

Articles
How Trusts Help Avoid Probate
Estate Plan, Estate Planning, Trust, Trusts
How Trusts Help Avoid Probate
Estate Plan, Estate Planning, Trust, Trusts

Learn how trusts help avoid probate, ensuring a faster, cost-effective, and private distribution of assets.

Read More →
Estate Plan, Estate Planning, Trust, Trusts
Can I Make a Trust on My Own?
Estate Plan, Estate Planning, Trust, Trusts
Can I Make a Trust on My Own?
Estate Plan, Estate Planning, Trust, Trusts

While it's possible to create a trust on your own, it's highly recommended to seek an estate attorney's assistance due to the complexities involved.

Read More →
Estate Plan, Estate Planning, Trust, Trusts
What is a Trust?
Estate Plan, Estate Planning, Trust, Trusts
What is a Trust?
Estate Plan, Estate Planning, Trust, Trusts

Learn what a trust is, its key components, and the different types available. Discover how trusts can benefit your estate planning, offering asset protection, tax advantages, and more.

Read More →
Estate Plan, Estate Planning, Trust, Trusts
Estate Account vs Trust Account: What's the Difference?
Account, Comparison, Difference, Estate, Explanation, Trust
Estate Account vs Trust Account: What's the Difference?
Account, Comparison, Difference, Estate, Explanation, Trust

Discover the key disparities between Estate Accounts and Trust Accounts to make informed financial decisions.

Read More →
Account, Comparison, Difference, Estate, Explanation, Trust
Eliminating Mistakes Affecting Trust in Estate
Eliminating, Estate, Explanation, Mistakes, Planning, Trust
Eliminating Mistakes Affecting Trust in Estate
Eliminating, Estate, Explanation, Mistakes, Planning, Trust

Discover how to eliminate common mistakes that impact trust in estate planning, ensuring a secure future for your loved ones.

Read More →
Eliminating, Estate, Explanation, Mistakes, Planning, Trust
Do I Need an Estate Plan (Answer: Yes)
Estate Planning, Inheritance, Probate, Trust, WIll
Do I Need an Estate Plan (Answer: Yes)
Estate Planning, Inheritance, Probate, Trust, WIll

Discover why having an estate plan is crucial for everyone and learn how it can protect your assets and loved ones in the long run.

Read More →
Estate Planning, Inheritance, Probate, Trust, WIll
What is the Difference Between a Will and a Trust
Will, Trust, Estate Planning, Probate
What is the Difference Between a Will and a Trust
Will, Trust, Estate Planning, Probate

Understand the distinctions between wills and trusts in estate planning. Learn how these legal documents differ in their functionality and asset distribution methods.

Read More →
Will, Trust, Estate Planning, Probate
What is a Codicil for a Will or Trust?
Codicil, Will, Trust, Estate Planning
What is a Codicil for a Will or Trust?
Codicil, Will, Trust, Estate Planning

Learn about codicils and their role in estate planning. Discover how codicils can be used to make amendments to existing wills or trusts.

Read More →
Codicil, Will, Trust, Estate Planning
What is a Pour-Over Will with a Living Trust?
Estate Planning, Living Trust, Pour-Over Will, Probate Avoidance, Will, Trust
What is a Pour-Over Will with a Living Trust?
Estate Planning, Living Trust, Pour-Over Will, Probate Avoidance, Will, Trust

Learn about the purpose and benefits of a pour-over will in conjunction with a living trust. Discover how this estate planning tool ensures your assets are properly distributed according to your wishes.

Read More →
Estate Planning, Living Trust, Pour-Over Will, Probate Avoidance, Will, Trust
Understanding Irrevocable Life Insurance Trusts (ILITs) in Estate Planning
ILIT, Irrevocable Life Insurance Trust, Life Insurance, Trust
Understanding Irrevocable Life Insurance Trusts (ILITs) in Estate Planning
ILIT, Irrevocable Life Insurance Trust, Life Insurance, Trust

Learn how Irrevocable Life Insurance Trusts (ILITs) can minimize estate taxes, provide asset protection, and control the distribution of life insurance proceeds to beneficiaries. Discover the benefits, considerations, and strategies for incorporating ILITs into your estate plan.

Read More →
ILIT, Irrevocable Life Insurance Trust, Life Insurance, Trust
Motivate Heirs with an Incentive Trust
Incentive Trust, Trust, Estate Planning
Motivate Heirs with an Incentive Trust
Incentive Trust, Trust, Estate Planning

Discover how incentive trusts can motivate heirs and beneficiaries to achieve specific goals outlined by the grantor. Learn about the benefits, considerations, and strategies for incorporating incentives into your estate plan.

Read More →
Incentive Trust, Trust, Estate Planning
Prevent Trustee Embezzlement & Protect Your Trust
Fiduciary Duty, Trust, Estate Planning, Trust Oversight
Prevent Trustee Embezzlement & Protect Your Trust
Fiduciary Duty, Trust, Estate Planning, Trust Oversight

Learn how to prevent trustee embezzlement and safeguard your trust assets. Discover strategies for oversight, monitoring, and responding to suspected misconduct.

Read More →
Fiduciary Duty, Trust, Estate Planning, Trust Oversight

Wills

Articles
What is a Will?
Estate Planning, Estate Plan, Will, Last Will & Testament
What is a Will?
Estate Planning, Estate Plan, Will, Last Will & Testament

Learn what a will is, its key components, and why it's essential for estate planning. Ensure your assets and loved ones are protected with a clear and legally-binding will.

Read More →
Estate Planning, Estate Plan, Will, Last Will & Testament
What Happens If You Die Without a Will in Ohio?
Ohio, Will
What Happens If You Die Without a Will in Ohio?
Ohio, Will

Discover the impact of dying without a will in Ohio. Learn how intestate laws affect your loved ones and assets. Plan ahead to protect your estate.

Read More →
Ohio, Will
Do Wills Expire?
Estate Planning, Will
Do Wills Expire?
Estate Planning, Will

Explore whether wills have expiration dates and the implications for estate planning. Learn about the legal considerations surrounding the validity of wills over time.

Read More →
Estate Planning, Will
Can You Add Cremation or Burial Wishes to Your Will?
Cremation, Will, Burial, Last Wishes, Estate Planning
Can You Add Cremation or Burial Wishes to Your Will?
Cremation, Will, Burial, Last Wishes, Estate Planning

Discover whether it's possible to include cremation or burial wishes in your will. Learn about the legal considerations and alternative methods for expressing end-of-life preferences in estate planning.

Read More →
Cremation, Will, Burial, Last Wishes, Estate Planning
Can My Husband Make a Will Without My Knowledge?
Will, Estate Planning, Legal Rights, Spousal Rights, Privacy
Can My Husband Make a Will Without My Knowledge?
Will, Estate Planning, Legal Rights, Spousal Rights, Privacy

Understand the legal rights and implications surrounding the creation of a will without spousal knowledge. Learn about the potential consequences and steps spouses can take to protect their interests in estate planning.

Read More →
Will, Estate Planning, Legal Rights, Spousal Rights, Privacy
Are Wills Public Record?
Will, Estate Planning
Are Wills Public Record?
Will, Estate Planning

Understand whether wills are considered public record and the implications for estate planning. Learn about the privacy concerns surrounding wills and how to safeguard sensitive information.

Read More →
Will, Estate Planning
What is the Difference Between a Will and a Trust
Will, Trust, Estate Planning, Probate
What is the Difference Between a Will and a Trust
Will, Trust, Estate Planning, Probate

Understand the distinctions between wills and trusts in estate planning. Learn how these legal documents differ in their functionality and asset distribution methods.

Read More →
Will, Trust, Estate Planning, Probate
What is a Codicil for a Will or Trust?
Codicil, Will, Trust, Estate Planning
What is a Codicil for a Will or Trust?
Codicil, Will, Trust, Estate Planning

Learn about codicils and their role in estate planning. Discover how codicils can be used to make amendments to existing wills or trusts.

Read More →
Codicil, Will, Trust, Estate Planning
What Are Pour-Over Wills? And How Do They Work?
Will, Pour-Over Will, Estate Planning
What Are Pour-Over Wills? And How Do They Work?
Will, Pour-Over Will, Estate Planning

Discover the purpose and functionality of pour-over wills in estate planning. Learn how these legal documents complement living trusts to ensure comprehensive asset distribution.

Read More →
Will, Pour-Over Will, Estate Planning
What is a Pour-Over Will with a Living Trust?
Estate Planning, Living Trust, Pour-Over Will, Probate Avoidance, Will, Trust
What is a Pour-Over Will with a Living Trust?
Estate Planning, Living Trust, Pour-Over Will, Probate Avoidance, Will, Trust

Learn about the purpose and benefits of a pour-over will in conjunction with a living trust. Discover how this estate planning tool ensures your assets are properly distributed according to your wishes.

Read More →
Estate Planning, Living Trust, Pour-Over Will, Probate Avoidance, Will, Trust

Additional Resources

Find unclaimed property, search directories, start the conversation with your parents, and more.