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

Creating Your Estate Plan

Nominations & Appointments

  • Understanding the Role of a Guardian
  • Nominating a Guardian for Your Children
  • Nominating a Guardian for Your Pets
  • Understanding the Role of an Executor
  • Nominating an Executor for Your Will
  • See all 6 articles

Assets

  • Linking Your Bank Account with Plaid
  • Understanding Account Beneficiaries for Assets
  • Vehicles and Your Will
  • How to Add Assets to a Will
  • Understanding Digital Assets & Appointing a Digital Executor

Distributions & Exclusions

  • 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
  • Understanding "Per Stirpes" in Estate Distribution
  • 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?
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