Build a shared foundation
Estate planning for getting married.
Align the documents and beneficiary choices that protect the life you are building together.
A practical starting list
Take the next right step.
- ✓Compare existing beneficiary designations
- ✓Decide who can make financial decisions if needed
- ✓Discuss property brought into the marriage
- ✓Create or update core planning documents
Common questions
A clearer way to prepare.
Does marriage replace an existing will?+
The effect of marriage on an existing will depends on state law. Review an existing plan with a qualified attorney.
Should we plan together?+
Couples often coordinate their plans while keeping decisions and documents tailored to each person.
This page is educational and not legal advice. Rules and outcomes can differ by state and personal circumstances.