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  1. Trust & Will
  2. Creating Your Estate Plan

Creating Your Estate Plan

Roles in your estate plan

  • Does the court have to approve the nomination to appoint an Executor?
  • When do the responsibilities of an Executor start?
  • What is an Executor responsible for?
  • What does a Trustee do?
  • What is a Trustee?
  • What is an Executor?
  • See all 11 articles

Adding Assets

  • How are my digital assets accessed?
  • What is a digital asset?

Distributions

  • Who should I leave a gift to?
  • What should I leave as a gift?
  • What is "per stirpes?"
  • What if I don't want to leave anything to a child?
  • Should I donate to a charity? Which one?
  • Can I exclude my spouse from my Estate Plan?

Healthcare & Power of Attorney

  • Why should I set up an Advance Healthcare Directive?
  • Who should I appoint as my Healthcare Agent?
  • Why do I need a Power of Attorney?
  • What can the Agent under a Power of Attorney do?
  • Who should set up a Living Will?
  • How does a Living Will work with a Healthcare Agent?
  • See all 12 articles

Other

  • I'm recently divorced, but my spouse and I had documents together. What should I do?
  • I'm recently married, but I already have documents for myself. What should I do?
  • What happens if I don't update my docs after marriage or divorce?
  • How do I save my progress?
  • What is community property?
  • What if I have kids after I create an Estate Plan?
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