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Features of Estate Planning
  • Attorney Helpline: get toll free access to legal professionals who can save you time and money
  • Owner and Executor: auto-populate contact information into every document you will send
  • Pre-arrange a Funeral: learn the four reasons you should pre-arrange funeral
  • Estate Planning: create a will, power of attorney, healthcare proxy and other documents
  • Guardians For Children: name a guardian to care for your minor-age children
  • Financial Overview: identify and centralize all of your debts, assets, income and expenses
  • Your Beneficiaries: learn why “pay on death” beneficiaries speed the transfer of assets to your loved ones
  • Credit Reports: quickly obtain a copy of your credit report
  • Asset Appraisals: appraise your most valuable personal property and real property
  • Contact information: easily contact the people and agencies that will need to be notified of your death
  • Family Tree: create a family tree to identify potential heirs and prepare for probate
  • Long Term Care and Insurance: explore the benefits of using long-term care insurance and term life insurance
  • Transferring Your Assets: learn the benefit of transferring your assets while you are still alive
  • Safety Deposit Box: compile all important documents in one safe place
  • Executor: learn why you need to communicate your wishes to your executor