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  1. Trust & Will
  2. Estate Planning
  3. Creating Your Estate Plan

Creating Your Estate Plan

Nominations & Appointments

  • What is a Guardian for my children?
  • Who should I nominate as a Guardian for my children?
  • Can I appoint a temporary Guardian?
  • Can I exclude someone from becoming a Guardian?
  • Who should I nominate as a Guardian for my pets?
  • See all 13 articles

Assets

  • Which states allow me to add a beneficiary to my vehicle?
  • Why is my asset information not listed in my Will?
  • How can I link my bank accounts?
  • What is a digital asset?
  • How are my digital assets accessed?

Distributions & Exclusions

  • Does Trust & Will offer testamentary trusts?
  • What should I leave as a gift?
  • Who should I leave a gift to?
  • Should I donate to a charity? Which one?
  • What is "per stirpes?"
  • See all 6 articles

Health Care

  • What happens if I don't have an Advance Health Care Directive?
  • Should I name backup Healthcare Agents?
  • Why should I set up an Advance Healthcare Directive?
  • What is a Healthcare Agent?
  • Who should I appoint as my Healthcare Agent?
  • See all 7 articles

Power of Attorney

  • Why do I need a Power of Attorney?
  • Can I update my Power of Attorney?
  • What can the Agent under a Power of Attorney do?
  • Who should I add as my Power of Attorney Agent?
  • What is a Successor Trustee?
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