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Trust & Will
Estate Planning
Creating Your Estate Plan
Creating Your Estate Plan
Nominations & Appointments
Naming Trust & Will as Your Successor Trustee or Executor
Understanding the Role of a Guardian
Nominating a Guardian for Your Children
Nominating a Guardian for Your Pets
Understanding the Role of an Executor
See all 7 articles
Assets
How to List Your Financial Accounts in Your Estate Inventory
Understanding the Zestimate® Home Valuation Integration
Linking Your Bank Account with Plaid
Understanding Account Beneficiaries for Assets
Vehicles and Your Will
See all 7 articles
Distributions & Exclusions
How Are Assets Distributed in My Will or Trust?
How to Add a Testamentary Trust to Set Age Conditions for Beneficiaries
Understanding Gifts in Your Will or Trust
How to Donate to Charity in Your Trust or Will
Excluding a Spouse or Child From Your Estate Plan
Health Care
Appointing a Healthcare Agent
Power of Attorney
Understanding 'Power of Attorney'
Why Do I Need to Enter My Date of Birth?
What is a Civil Union?
What is a Domestic Partnership?