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3-minute check
Would your family know what to do?
Three quick questions. No sign-up, no judgement, just a clearer picture of where your plan stands today.
Question 1 of 8
Does someone you trust know where your important documents are kept?
Question 2 of 8
Have you written down who should make decisions for you if you can’t speak for yourself?
Question 3 of 8
Would your family know your wishes for your goodbye: the service, the music, the words?
Question 4 of 8
Is there a will that still reflects what you actually want today?
Question 5 of 8
Could someone you trust reach your email, bank and social accounts if they had to?
Question 6 of 8
Have you said who should receive the belongings that carry meaning?
Question 7 of 8
Have you recorded your wishes about organ and tissue donation?
Question 8 of 8
Is there someone you have actually asked to carry all of this out?
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Latest from the Academy
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Academy
I’m a Newly Appointed Trustee: What now?
I’m a new Trustee: What now? That’s a valid and normal question. Check our article for more common questions and useful tips…
Academy
Power of Attorney: Common Questions & Useful Tips
Is it hard to get a power of attorney? Can I have many agents? We’re answering common power of attorney questions and…
Academy
What is Intestate and How is it Different from Probate?
Intestate means dying without a valid will, so state law decides who inherits. Probate is the court process that settles an estate:…
Academy
Most Common Types of Power of Attorney
What are the most important types of power of attorney? Which ones do you need? Check out this article for a complete…
Academy
What is a Power of Attorney (POA)?
What is a Power of Attorney (POA)? Why is it useful for estate planning? What are its advantages? We have all the…
Academy
What Happens if you Die Without a Will?
Without a will, your state's intestacy law decides who inherits: usually spouse and children first. A court appoints the administrator, and a…
Academy
What is Per Stirpes in Estate Planning?
The term per stirpes is Latin and is used for legal purposes. But what is per stirpes in estate planning exactly? Let’s…
Academy
What Is a Letter of Testamentary and Do You Need One?
What is a Letter of Testamentary and do you need one? Maybe you’ve heard of that before, but do you need it?…
Academy
Most Frequently Asked Questions About Trusts
Setting up a trust can be complicated and confusing. Check out your most frequently asked questions (and answers!) about trusts.
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