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 1. FindLaw /
 2. Learn About The Law /
 3. Estate Planning


ESTATE PLANNING

While it may be a difficult topic to think about, estate planning is an
important step you can take to protect the interests of your family. A
well-prepared estate plan will help ensure your wishes are carried out and your
loved ones are financially supported.

It can be a hard conversation to have, but if you pass away without a plan in
place, your family members may be left to sort out a legal mess in court.

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ESTATE PLANNING AFFECTS EVERYONE

Depending on your stage in life and how you are affected by someone's estate
plan, there are different estate planning tasks to complete.

 

The sections below can help you learn the basics of common estate planning
topics.



Essential Topics


PLANNING AN ESTATE

 * What Is Estate Planning?
 * Getting Financial Affairs in Order and Leaving Instructions
 * Funeral Planning FAQ
 * Four Components of a Rock Solid Estate Plan
 * Understanding Intestacy: If You Die Without an Estate Plan

Learn About Future Steps


Help a Loved One


ESTATE ADMINISTRATION

 * What Does an Executor Do?
 * How To Choose an Executor For Your Will
 * Can I Sue an Executor of a Will?
 * Debts After Death
 * Who Is Responsible for a Deceased Relative's Debt?

How to Administer an Estate


Explain Your Wishes


WILLS

 * Wills: An Overview
 * Changing a Will
 * Checklist: Reasons to Update Your Will
 * What Happens If You Die Without a Will?
 * Get a DIY Last Will and Testament Form

Making a Will


Explain Your Health Wishes


LIVING WILLS & HEALTH CARE DIRECTIVES

 * Living Will Basics
 * Choose a Health Care Power of Attorney
 * Help a Loved One Make a Power of Attorney
 * Living Wills: State Laws
 * Get a DIY Living Will Form

Do I Need a Living Will?


Explain Your Financial Wishes


FINANCIAL POWERS OF ATTORNEY

 * What Is a Durable Power of Attorney?
 * Power of Attorney for a Child
 * Power of Attorney for an Elderly Parent
 * Become a Power of Attorney Agent for a Sibling
 * Get a DIY Financial Power of Attorney Form

Get a Power of Attorney Form


Support Loved Ones Financially


TRUSTS

 * Types of Trusts
 * How Do I Put Money and Other Assets in a Living Trust?
 * What Is a Trust Fund?
 * Make Your Own Living Trust
 * How Does a Trust End?

Set Up a Trust


When There Is No Will


PROBATE

 * What Is Probate?
 * What Is Probate Court?
 * The Probate Basics
 * Initial Meeting with a Probate Lawyer
 * Simplified or "Summary" Probate for Small Estates

Avoiding Probate


Understand Taxes and Fees


ESTATE TAX LAW

 * State Death Taxes: Estate, Inheritance, and Gift Taxes
 * Reducing Estate Tax for Gifts
 * Gift Tax and Estate Tax: An Overview
 * Federal "Death Taxes" FAQ
 * Estate Taxes and Life Insurance Transfers

Reduce Estate Taxes


Feel Prepared To Take Action


RESOURCES AND CHECKLISTS

 * Strategies for Securing Your Family's Financial Future
 * How To Keep Track of Passwords, Access Keys, and PINs
 * Fundamentals and Terminology
 * Find the Right Estate Plan for You
 * Documents Checklist: 9 Steps To Prepare

Read The Guide


TWO APPROACHES TO ESTATE PLANNING

Many estate planning documents can be created with a DIY process. This works
well for people with basic estate planning needs.

 

For more complex estate planning needs, such as large assets or minor children,
you may want to find and speak with a local attorney.


YOU DON’T HAVE TO SOLVE THIS ON YOUR OWN – GET A LAWYER’S HELP



Meeting with a lawyer can help you understand your options and how to best
protect your rights. Visit our attorney directory to find a lawyer near you who
can help.



Or contact an attorney near you:
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 * Last Will and Testament Forms
 * Financial Power of Attorney Forms
 * Health Care Directive and Living Will Forms

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