Here’s what’s inside:

✔ Part 1: Your family, assets & existing plan: Organize everything you need for your estate plan. That includes everything from family, beneficiaries, and dependents to real estate, accounts, businesses, insurance, debts, and any existing plans.

✔ Part 2: Your estate planning decisions: Lay out all your wishes on who inherits and how, guardians for minor children, pets, incapacity, healthcare, and end-of-life care.

✔ Part 3: Understand & implement your plan: 3 built-in checklists walk you through your lawyer’s recommendations, reviewing and signing your documents, and keeping your plan current as life changes.