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Getting Started

If you would like to create a plan for your future or update an existing one, the Wills Planner is a valuable tool. Watch the videos below to learn how to use the Planner to create the peace of mind that comes with knowing loved ones will be well cared for, and your property will pass to your intended beneficiaries. If you have an account and are ready to begin, click Login. Or select Create a New Account to create your personal settings.

Learn More About Planning Your Will Online

	Getting Started Getting Started A good estate plan will provide for and protect your family. The Wills Planner will help you easily gather the information you need to complete your plan. Follow these steps to get started. Watch video
	You and Your Family You and Your Family Learn how to set your Wills Planner preferences. In this section, you can also begin entering data about you and your family members as well as some of your planning goals. Watch video
	Your Contacts and Healthcare Your Contacts and Healthcare Learn how to use the Wills Planner to select the individual or individuals of your choice to manage your estate and your legal and healthcare decisions, if you are unable to make these decisions yourself. Watch video
	Your Finances Your Finances Learn how to compile a complete list of your assets. Your attorney will use the list when including provisions in your plan that specify how these assets will be distributed to your loved ones. Watch video
	Your Estate Plan Your Estate Plan Learn how to select the right estate plan. The plan you choose will depend on several factors including the people and charities that you wish to include in your estate plan. Watch video
	Provide & Protect Provide & Protect Learn how to use the Wills Planner resources to find answers to some of the more common estate planning questions and concerns that people have. Provide and Protect is a great resource that can help you find the answers you need. Watch video
	Connecting with a Gift Planner Connecting with a Gift Planner Learn how to ask our organization the questions about estate planning and charitable giving that are important to you. You do not have to share any information with us, but we are here to help you with the decision-making process. Watch video
	Connecting with a Gift Attorney Connecting with a Gift Attorney Learn how to take your Wills Planner information to a qualified estate planning attorney and other advisors who can then help you complete your estate plan. Watch video
	Making a PDF Making a PDF After completing your Wills Planner, you should create a file of the information you wish to share with your estate planning attorney. Create and save your Wills Planner PDF using these simple steps. Watch video