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estate planning documents

Official and non-official documents, such as Wills, Trusts or a letter to your family, that are created to eliminate uncertainties after your death and maximize the value of an estate.

Filed under:
  • Power Of Attorney
  • Life Insurance
  • Trusts
  • Important Documents
  • Legal
declutter napkin plan

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.
goodbye summer

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.
digital account keyboard (credit: Bloomua/Shutterstock.com)

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.
username and password fields

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...
puppy and kitten cuddling

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...
angel email

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...
signs your family will fight over your estate

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.
newlywed first dance

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 garden dasies

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.
signing an official document

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

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.
important documents

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.
setting up a trust

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

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...
organizing personal finances

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...
important documents

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,...
dnr document

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...
living will document

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...
person being consoled

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.
advance medical directives

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...
vintage pocket watch

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...
last will and testament

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...
digital executor

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.
digital property on a desk

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...
what's important to you

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...
on off switch

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...
classic looking will

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...
Related Topics
Wills
Advance Directives
Financial
Funeral Etiquette
Health & Medical
Legacy
Legal
Motivation
Personal Planning
Pets
Settling An Estate
Digital Estate
Important Documents
Life Insurance
Aging
Power Of Attorney
Trusts
Funeral Planning
Grief Support & Loss
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DNR (Do Not Resuscitate)

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