estate planning documents
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Declutter And Organize Your Life Using These Tips
Time to purge.
Checklist: Creating An Advance Health Care Directive
An Advance Health Care Directive, also called an Advance Directive, is a legal document stating how you would like to be treated...
Checklist: Name A Power Of Attorney
A Power Of Attorney is someone you appoint to make legal and financial decisions on your behalf in case you are no longer able to...
End-Of-Life Checklists
Here's a list with links to all our checklists. Enjoy.
Checklist: Documents To Organize And Share
Here are some of the essential documents, accounts, and types of information to organize and put in your Everplan.
Beat The Post-Summer Blues With This Simple Planning Guide
Ease your way back into the work routine with these planning tips.
What Happens To A Self Storage Unit When Someone Dies?
Some useful tips to prevent your loved one’s stuff from ending up on Storage Wars.
A Guide To Power Of Attorney For Your Parents
The right forms will let the right people make financial decisions for your mom and dad, if necessary.
How To Close Online Accounts When Someone Dies
Step-by-step instructions on how to close more than 230 digital (and some non-digital) services...and the list keeps on growing.
The Four Most Popular Password Managers
Tired of using a notepad and Post-It notes to keep track of all your login information and passwords? Your digital salvation is...
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...
Guide: Online End-Of-Life Resources
There are many organizations working to make end-of-life planning easier. Like us!
Guide: Online Legal Services
Many of the services traditionally offered by trust and estate attorneys can now be obtained online.
Just Married: Newlywed Estate Planning Cheat Sheet
You’re already sharing a life, now it’s time to share some important info to get your matrimonial journey off to a great start.
Spring Planning: Clean Your Home And Get A Plan In Place
Mix spring cleaning with some planning and you’ll feel as fresh and alive as a cherry blossom.
This Attorney Makes A Case Against Buying POA Forms Online
How a human touch can benefit people in need of a POA.
Does Your Family Know Who Handles Your Legal Matters?
Identify the attorneys and legal professionals who help keep the law on your side.
How To Organize All Your Personal Information
There are so many little pieces that make up your entire life. Here’s how you gather it all up into a neatly organized stack of...
Complete The Most Important Planning Docs In An Hour
The biggest barrier to planning is often finding the time to get it done. Thanks to these three services, you’re now out of...
Deal Or No Deal Model Can’t Find Late Husband’s Will
Former Deal Or No Deal model Katie Cleary might get nothing from her late husband’s estate unless she finds an updated copy of...
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.
Military Deployment Checklist
Deployments can come when you least expect, so better safe than sorry.
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.
Important Document Cheat Sheet: Five Tips To Get You Started
Get organized quick to avoid a hoarder scenario.
Securely Store And Share Your Information And Documents
Organizing and securely storing your financial and legal documents, estate planning documents, personal information, and online...
How To Collect Benefits After Someone Close Dies
Receive all the benefits you may be entitled to, as quickly as possible.
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.
All You Need To Know About Trusts
Set up Trusts to minimize estate taxes, avoid probate, and seamlessly transfer your assets to your heirs.
Organizing Personal Info Documents, And Accounts
Your personal information will be essential for your family to wrap up your personal affairs.
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...
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...
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 To Create A Do Not Resuscitate Order (DNR)
A Do Not Resuscitate (DNR) order is a legal order written in a hospital or in conjunction with a doctor that states that you do...
What You Need To Know About Creating A Living Will
A Living Will details the types of medical treatments you would like or not like at the end of life, specifically in terms of...
All You Need To Know About Naming A Health Care Proxy
Your Health Care Proxy will advocate for the care and treatment you want when you cannot advocate for yourself.
All You Need To Know About Advance Health Care Directives
An advance health care directive, also called an Advance Directive, is a legal document stating how you would like to be treated...
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...
How Does Life Insurance Work?
The primary purpose of Life Insurance, as with any insurance, is peace of mind.
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...
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...
How To Locate Lost Insurance Policies
If you think or know someone who recently died had Life Insurance, but you can’t find the actual policy, here's where to look.
How To Gather Information About The Person Who Died
In order to begin settling the estate and collecting benefits, you’ll have to start by reaching out to a range of organizations,...
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...
All You Need To Know About Advance Directives
When you can’t make health decisions for yourself, this is the north star that guides your loved ones and doctors in the right...
All You Need To Know About Life Insurance
The primary purpose of Life Insurance, as with any insurance, is peace of mind. If you should suddenly or unexpectedly shuffle...
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.
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...
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.
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...
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...
How To Write An Ethical Will
An Ethical Will is a personal document that you can create to communicate your values, experiences, and life lessons to your...
Who Should Buy Life Insurance?
For many people, Life Insurance can fill an important role in the financial protection of spouses and children, and can also help...
Close Accounts and Cancel Subscriptions After A Death
After a death, you need to cancel any accounts, memberships, and credit cards the deceased had to avoid incurring charges from...
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...
How To Create A Will
A Will, also called a Last Will and Testament, is a legal document that says who will get your property after you die (inheritors...
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