Skip to main content
Resources & Guides
Health & Medical
Settling An Estate
View all »
Start Planning Now!
Checklists & Worksheets
Site News & Updates
Dog To Inherit Multimillion Dollar Fortune
If her owner dies, Bella Mia will become one very rich pooch.
Pay For Funeral Arrangements With Medicaid
If you are covered by Medicaid, you are allowed to set money aside for future funeral expenses.
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...
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...
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 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.
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...
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...
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.
Guide: Online Legal Services
Many of the services traditionally offered by trust and estate attorneys can now be obtained online.
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. Here's one way to return the favor.
Breaking Bad's Walter White Sets Up Irrevocable Trust
You don’t need to be a fictitious meth manufacturing mastermind and threaten former business associates with assassination...
Don't Let Your Family Fight Like These Celebrity Heirs
It’s all too common to hear of a tragedy turning into something even uglier: an epic family feud.
The WSJ Keeps the Digital Estate Bandwagon Rolling Along
Hawaii Five-0 Lets Carol Burnett Live
Book 'em, Planno! (Instead of Danno...we were making a planning pun...forget it...just read the awesome article now.)
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 Manage A Large Cash Windfall
You just came into a lot of money. Here’s your plan.
Pre-Pay For Funeral Arrangements with Funeral Insurance
A simple funeral insurance policy can be purchased, with the funeral home as the beneficiary. This way, upon your death, the...
Pre-Pay For Funeral Arrangements With A Totten Trust
If you're interested in setting money aside for your funeral but aren't interested in pre-paying any funds to a funeral home, a...
How To Write A Pour-Over Will
A Pour-Over Will funnels any assets in your name into an already-created Trust when you die.
How To Name Life Insurance Beneficiaries
The Beneficiaries named in your Life Insurance policy are the people who will receive the payout when you die. Choose wisely.
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...
What Is An Irrevocable Life Insurance Trust (ILIT)?
An Irrevocable Life Insurance Trust (ILIT) is used to avoid estate taxes on insurance payouts.
The 4 Different Types of Trusts
In estate planning, Trusts can be established to easily transfer assets to heirs. With the right set-up, assets in a Trust...
What You Need To Know About Living Trusts
A Living Trust, also called an “inter-vivos trust,” is a Trust that becomes effective during your life.
What Are Testamentary Trusts?
A Testamentary Trust goes into effect after a death and is often created as part of a Will.
How A Revocable Trust Lets You Keep Control
A Revocable Trust allows you to retain control of all the assets in the Trust.
Why Assets In An Irrevocable Trust Aren't Yours Anymore
An Irrevocable Trust requires you to give up all ownership rights to the assets in the Trust, as well as your right to change the...
How Beneficiaries Reap The Reward Of A Trust
Beneficiaries of a Trust are the people or organization(s) who are named as the recipients of any benefits of the Trust. The...
How To Name A Trustee
Generally, Trustees are responsible for managing, investing, and distributing the property in the Trust. Depending on what your...
What Are The Duties Of A Trustee?
Trustees are responsible for managing, investing, and distributing the property in the Trust. This includes administration and...
How To Choose Trustees
Bottom line: Trustees are in charge of managing a Trust.
How To Set Up Trusts
Setting up Trusts can be done online or with the help of a Trust and estate attorney.
How To Fund Trusts
Living Trusts and Testamentary Trusts are funded differently. Find out how below.
Pre-Purchase Goods And Services from A Funeral Home
Making funeral arrangements for yourself is a way to take some of the logistical and financial stresses off of your family and...
Pre-Pay For Funeral Arrangements With A Trust
If you want to pay for your funeral arrangements ahead of time, one way to pay is through a Trust that the funeral home sets up....
How To Name Inheritors And Beneficiaries
When creating a Will, you have the right to give your assets or property to whomever you choose.
Health & Medical
Settling An Estate
Power Of Attorney
Grief Support & Loss
Learn About Everplans
DNR (Do Not Resuscitate)