Your free copy of Fundamentals of Wills and Trusts, and other resources 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: Locate and organize all your important documents.
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 Fundamentals of Wills and Trusts

  • How to find a qualified estate planning advisor
  • Five questions to ask a prospective advisor
  • Details to include in your will or trust
  • How to choose an executor wisely
  • What you need to know about trusts, including examples
  • And a quiz to test your knowledge

What You’ll Learn from the Series

Fundamentals of Wills and Trusts is part three 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: