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Trust & Will
Estate Planning
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?