Keep a business moving
Estate planning for business owners.
Plan for the people who would need authority and information if you are suddenly unavailable.
A practical starting list
Take the next right step.
- ✓List key accounts agreements and contacts
- ✓Identify a continuity decision maker
- ✓Review ownership and succession documents
- ✓Coordinate business and personal planning conversations
Common questions
A clearer way to prepare.
Is a personal will enough for a business?+
Business ownership and succession arrangements may require separate documents. An attorney can help identify the right coordination.
Who can access business accounts?+
Authority depends on the account agreements and governing documents. Record keeping and a continuity plan can reduce delays.
This page is educational and not legal advice. Rules and outcomes can differ by state and personal circumstances.