Creating Your Estate Plan

Estate Planning Book (Free Download!)
238 pages

1. Preparing to Create Your Estate Plan
2. Probate and Probate Avoidance
3. Wills
4. Revocable Living Trusts
5. Providing for Your Minor Children
6. Reviewing and Revising Your Estate Plan

Quiz: Do I Need an Attorney to Draft My Will?

Check out this quiz to determine your estate planning needs!

4 pages

- Are You Married and Do You and Your Spouse…?
- Do You Have Minor Children Who…?
- Do You Own Significant Assets That Might Be…?
- Do You Have a Beneficiary with Special Needs Who…?
- Do You Want to Leave a Portion of Your Estate to Charities?

34 Common Estate Planning Traps and How to Avoid Them

Estate Plan Booklet (Free Download)

20 pages

- Neglect, Avoidance, and Procrastination
- Do-It-Yourself Disasters
- Missteps with Beneficiary Designations
- Neglecting to Maintain Your Estate Plan
- Other Common Estate Plan Oversights 
- Relying on the Wrong People

Pamphlets and Articles

  • Choosing a Guardian for Children

  • Choosing an Executor for Your Will

  • Defining Your Estate Planning Goals

  • Estate Planning After Divorce

  • Durable Powers of Attorney for Financial Matters