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Planning your estate or writing a will

Setting out who receives what, who may act for you, and what should happen about your care.

See where this can lead

Most people arrive asking for one document — a will, or a power of attorney. It is usually part of a set: who receives what, who can act for you if you cannot act for yourself, and what you want to happen about your care. The gaps between them are what cause trouble later.

What this can involve

What it can involve

Does one of these sound like yours?

You don’t need to know the legal term for it. Start with what actually happened.

  1. A willWho receives what, who carries it out, and how to change it later without starting again.
  2. TrustsHolding something for someone else, now or later, rather than leaving it directly.
  3. Someone who can act for youNaming a person to deal with money, property or medical decisions if you cannot.
  4. Your wishes about careWhat you would and would not want, written down before anyone has to guess.
  5. Practical instructions for your familyWhere things are and who to contact — the part that is not legal but is always needed.
  6. After a deathEstablishing who the family members are when there is a question about it.

None of these quite right? You don’t have to pick one.

More than one area

One situation, more than one area of law.

Planning your estate or writing a will rarely sits in a single category. These are the areas it most often reaches, and why. You don’t have to pick one — the matter decides, not you.

Each one is a real page you can read before deciding anything.

Documents

You may also need a document.

This is the situation with the most ready-to-use documents behind it, and the one guided builder that fits best.

Ready-to-Use Documents

Browse all estate documents
  • Wills & Estate

    Last will and testament

    Set out who inherits and who carries out your wishes.

  • Wills & Estate

    Revocable living trust

    Hold assets in a trust you can still change during your life.

  • Health Care Planning

    Healthcare directive

    Set out your healthcare wishes and who can speak for you.

  • Health Care Planning

    Living will

    Record your wishes about medical treatment in advance.

Custom Documents

A financial power of attorney built from guided questions: you choose who is appointed, what they may do, and when the authority starts.

  • Personal & Family

    Power of attorney

    Name someone you trust to handle your finances if you can't, on terms you set.

    Start building

    Guided online builder, available now for all 50 states and the District of Columbia.

Not sure where to start

Still not sure this is your situation?

Then don't pick one. Describe what's happening in your own words and we'll work out what it involves — and which areas of law it reaches.

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Questions

Questions people ask at this point.

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You don't need to know which area of law it is, or what the next step should be. Describe the situation and we'll work out what it involves.

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