Your free copy of Getting Organized, and other information
from the Your Life, Your Plan series, is just a click away.

Your Life, Your Plan: Get it Done in Five Easy Steps

Getting Started: Discover the essentials, learn your options and map out your goals.
Getting Organized
Fundamentals of Wills and Trusts
Possessions That Transfer Separately from a Will or Trust: Ensure your plan includes all possessions.
Special Planning Considerations: Address what should also be part of your planning.

What’s Inside Getting Organized

  • Four questions to help you get started
  • Documenting personal and family information
  • Information to take to your first meeting with your estate planning attorney
  • Identifying real estate, business and financial accounts, and other assets
  • Important things to know about planning your legacy

What You’ll Learn from the Series

Getting Organized is part two of the five-part Your Life, Your Plan estate planning course. The series includes worksheets, checklists, tips and recommendations that walk you through the planning process with periodic opportunities to test your knowledge.
Here is a sampling of the useful information you’ll receive:
  • A checklist to determine if it’s time to create or update your plan
  • Tips for choosing your executor
  • An estate planner interview checklist
  • Guidance for creating your digital estate plan
  • Strategies for helping a loved one with special needs
  • Recommendations for communicating your wishes and your values
  • And much more
Choose the information you would like to receive: