Coming soon
How beneficiary designations fit into an estate plan
A practical look at why account forms, ownership, and estate documents need to be reviewed together.
Estate-planning articles
Better questions make for better planning conversations.
Our editorial library is being built for clear, attorney-informed explanations of estate-planning concepts. Articles will identify their author and the jurisdictional context they address.
A common planning question
Avoid probate when possible.
Probate can add time cost and public records to a difficult moment. Learn when a living trust or other planning choices may help your loved ones reduce delays and keep more of your affairs private.
Start with the right questions
- What property may need a different ownership or beneficiary arrangement?
- Who should manage property for the people you love?
- Which choices need state-specific legal advice?
Wills.com journal
Helpful guides for the questions ahead.
Explore practical, attorney-informed topics designed to make your next step easier to understand.
Guide
How a will fits into a plan
Start with the role a will can play when documenting directions and naming key people.
Explore the topic →Guide
Questions to ask about trusts
Understand the decisions that may matter when property needs stewardship over time.
Explore the topic →Guide
Preparing for an attorney meeting
Bring the right people, documents, and questions into the conversation.
Explore the topic →Coming soon
Choosing an executor or trustee
Questions to consider before asking someone to take on a fiduciary role.
Coming soon
When it is time to revisit your plan
Life events and legal changes that should prompt a conversation with an adviser.
For legal professionals
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