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A fancy way of saying “all the stuff you own and where you want it going after you're gone.”
Power Of Attorney
Helping Clients Through Emotional Situations
Death, divorce, medical crisis, and family rifts are some of the tough problems financial advisors must face. Are you prepared?
5 Reasons Millennials Should Start Planning Now
From exotic travels to cuddly animals, there’s plenty to prepare for.
Siblings Fight Over Estranged Brother's Secret Fortune
What would you do if an estranged family member passed away and turned out to be secretly rich?
At A Glance: Diagnosed With Serious Illness
Whether it's for yourself or someone you love, let us help you get some important planning out of the way.
24 Valuable Life Lessons From The Godfather Saga
Make dad an offer he can’t refuse this Father’s Day with this Corleone family wisdom.
Where Do You Keep Your College Diploma?
Inspired by two annual rituals -- graduation and spring cleaning -- we’ve created an official document/ID scavenger hunt.
How To Organize All Your Digital Property and Assets
Digital estate planning is the process of organizing your digital property and assets and making arrangements for what should...
Property You Can't Include In A Will
Legally, there's some property you cannot include in a Will. This is usually property that you own jointly with someone else or...
All You Need To Know About Organizing Important Documents
Our endgame is simple: Make all the paperwork in your life manageable so you don’t overwhelm the people you leave behind.
Digital Cheat Sheet: How To Create A Digital Estate Plan
What happens to your digital property after you die? Great question! Here's how you can create a Digital Estate Plan in 5 easy...
All You Need To Know About Trusts
Set up Trusts to minimize estate taxes, avoid probate, and seamlessly transfer your assets to your heirs.
All You Need To Know About Creating A Will
Who gets your kids? Who gets your stuff? What do you need to make it official? You've got questions, we've got this article.
Guide: Online End-Of-Life Resources
There are many organizations working to make end-of-life planning easier. Like us!
How To Name A Digital Executor
A Digital Executor is responsible for managing your digital assets after you die, paying any debts or maintenance fees on behalf...
All You Need To Know About Naming A Power Of Attorney
A Power Of Attorney, or POA as people in the know say, is someone you pick to speak for you, legally and financially, when you...
Here's a list with links to all our checklists. Enjoy.
Beat The Post-Summer Blues With This Simple Planning Guide
Ease your way back into the working world with these tips.
Estate Planning For Your Pets
America is approaching a belly rub crisis. Or, in the case of cats, that spot right above their tail that makes them like you for...
What Happens To My Email Accounts When I Die?
A complete overview on how to manage email accounts after a death, covering all the major providers (Gmail, Yahoo, Microsoft...
8 Signs Your Family Will Fight Over Your Estate
Death is agonizing enough without the added pain of heir warfare. Here are some warning signs that there might be strife in your...
Sample Language To Use When Naming A Digital Executor
If you want to name a Digital Executor in your Will, you'll need to specify the scope and responsibilities of the role with...
How To Choose A Digital Executor
A Digital Executor is the person who manages your digital assets after you die. Here's some insight into picking the right one.
Why You Need to Share Important Documents
By planning and organizing now you can relieve huge burden by helping your family easily settle your estate, pay required taxes,...
How Trusts Can Save You Money In The Future
A Trust is a legal arrangement in which a certain amount of property or assets is held by a person or entity for the benefit of...
The Safest And Most Practical Places To Store Your Will
Your Will should be stored along with other important estate planning documents in a safe, easy-to-access location. Also, tell...
Guardian Of The Person vs. Estate Guardian
While you may appoint the same person to be the Guardian of the Estate and the Guardian of the Person, you may also choose two...
How To Choose A Guardian Of The Estate
A Guardian of the Estate is responsible for managing your child’s financial well-being if you should die, including managing any...
What Does A Guardian Of The Estate Do?
A Guardian of the Estate is responsible for managing your child’s financial well-being if you die, including managing assets left...
How To Name Inheritors And Beneficiaries
When creating a Will, you have the right to give your assets or property to whomever you choose.
Financial And Insurance Documents You Need To Share
For various financial accounts and holdings, and for different legal arrangements, you'll need to gather different types of...
Estate Planning Documents You Need To Organize and Share
Your estate planning documents will be essential in the settling of your estate, including getting through probate. By organizing...
Helpful Overview Of All Your Digital Property And Assets
Digital property (or digital assets) can be understood as any information about you or created by you that exists in digital form...
Locating Important Documents, Files, And Account Information
Before you begin settling the estate and sorting out the affairs of the person who died, you’ll want to collect some key...
Organizing Personal Info Documents, And Accounts
Your personal information will be essential for your family to wrap up your personal affairs.
Property You Can Include In A Will
By including specific assets in a Will and naming beneficiaries (the people who will inherit those assets) you can make sure that...
From our Blog
50 Shades Of Planning
Whip your plan into shape with these tips. The overwhelming success of 50 Shades of Grey, both the book and record-...
2014 Recap: 15 Stories You Need To Read
Finally, an end-of-year list that has nothing to do with Ebola. It’s been an eventful year so take some time to reflect...
Duck Dynasty Family Makes a Will and Deer Jerky
The Robertson Family of A&E’s breakout reality TV hit Duck Dynasty might be afraid of soap and shaving cream but they’...
Estate Lawyer Offers Advice on Reddit
A New York estate/real-estate lawyer who’s goes by the Reddit username “SpiffySpacemanSpiff” offered up his expertise for...
The Royal Baby Needs a Royal Will
It's official: Her Royal Highness the Duchess of Cambridge (aka Kate Middleton) has given birth to her internationally...
Supreme Court Rules Defense of Marriage Act Unconstitutional
Today, the US Supreme Court ruled that the Defense of Marriage Act (DOMA), signed into law by President Clinton in 1996, is...
Modern Family Parents Don't Plan For Future; Love Mojitos
On ABC's hit TV show Modern Family, Claire and Phil Dunphy (Julie Bowden and Ty Burrell) take their daughter Haley (Sarah...
The 10 Biggest Inheritances Ever Left to Pets
Like the old saying goes, you can’t choose your family. But if you’re an animal your family can sure as heck choose you,...
Reason #245 For An Everplan: You’re A Snake Handler
However you honor your faith or religion is fine by us. We’re not here to judge. We’re here to make sure you plan. So, if...
Dogs and Cats Promise More Cuddles If Included In Will
Your dog or cat loves you, often more than you can ever love him or her in return. You are that pet’s world. Now imagine if...
Talking with Your Parents
In the New York Times this week there was a piece on the importance of talking with your parents about their financial...
Planning by the Numbers
How much planning have you done? How does it compare to the amount of planning done on average in this country? via...
My Mother's Ethical Will
One of the first things my mother did when she was diagnosed with pancreatic cancer was contact an estate attorney. She was...
What Happens to Your Frequent Flier Miles When You Die?
There are lots of important documents to organize in order to make the process of settling your estate easier on your family...
Power Of Attorney
Dealing With Death
Learn About Everplans
DNR (Do Not Resuscitate)