Family Estate Manager - Estate Planning and Settlement Made Simple

FAMILY ESTATE MANAGER

The Family Estate Manager is a simple, worry-free and efficient way to address the practical, legal and financial aspects of estate planning and estate settlement.

ESTATE – the combined value of everything you own (assets) and everything you owe (liabilities or debts)
ESTATE PLANNING – deciding while you are still alive, how your assets will transfer to your heirs
ESTATE SETTLEMENT – having your assets distributed to your heirs after you die
LIFE'S KEY DOCUMENTS – life's key document include a will, power of attorney, healthcare proxy

The Family Estate Manager gives you access to practical advice and step-by-step instructions. Our tools and templates save you time and money. By following our exclusive self-directed process, you can:

Consult with legal professionals about your estate on our toll-free attorney helpline
Create a self-directed will, healthcare proxy and power of attorney
Maximize your estate regardless of the type of assets you own
Minimize taxes on your estate, in accordance with federal and state laws
Minimize errors by following our step-by-step instructions
Use in all 50-states, as well as the District of Columbia and Canada
Calculate and appraise the value of the assets and debts on financial worksheets
Access key contact information for family, friends, associates and government agencies
Send letters, notifications and forms to people, businesses and government organizations
Organize and sort your schedule of next steps by topic or date
Read articles and FAQs and follow best practices

PLANNING

SETTLEMENT