Your free copy of “Possessions That Transfer Separately from Your Will or Trust,” 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: Locate and organize all your important documents.
Fundamentals of Wills and Trusts: Choosing your advisor and executor and other tips
Special Planning Considerations: Address what should also be part of your planning.

Possessions That Transfer Separately from Your Will or Trust covers the basics of designating ownership of assets, including:

  • Retirement accounts
  • Real estate
  • Life insurance
  • Certificates of deposit, bank and brokerage accounts
  • Contributions remaining in a donor advised fund
  • And a quiz to test your knowledge

What You’ll Learn from the Series

Possessions That Transfer Separately from Your Will or Trust is part four 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: