Simple Estate PlanEstate Planning Checklist

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STEP 1Draft a Simple Will Online

Protect what matters. Using eForms.com's document drafting you can download a free will, or draft a simple one online (for only $45) by simply answering a few questions. For more complicated estates, consulting an estate attorney is recommended.

STEP 1Draft a Simple Will Online

Protect what matters. Using eForms.com's document drafting you can download a free will, or draft a simple one online (for only $45) by simply answering a few questions. For more complicated estates, consulting an estate attorney is recommended.
A will can distribute your property, name an executor, name guardians for minor children, forgive debts and more. Without a will, your state's law will dictate how your property will be allocated in the event of your death or incapacity.
Take the time while you have it to prepare a will. It's a simple document to prepare and can go a long way in protecting your assets and your loved ones.

STEP 2Obtain Life Insurance

Life insurance is the most common and affordable way for people to ensure that their funeral expenses and last debts are paid without having to resort to using funds from your estate. We work with Policygenius to get you quotes from leading insurers across the country, so you can compare prices and policies to find the one that works best for you.

STEP 2Obtain Life Insurance

Life insurance is the most common and affordable way for people to ensure that their funeral expenses and last debts are paid without having to resort to using funds from your estate. We work with Policygenius to get you quotes from leading insurers across the country, so you can compare prices and policies to find the one that works best for you.
Get no-obligation quotes to compare policies and see what your options are. Most people are surprised at just how affordable life insurance can be.
It's never too late to take the time to make sure your loved ones will be protected.

STEP 3Help Loved Ones

Once you have made your plans, you should store important documents, such as your will, marriage and birth certificates, military records, life insurance policies, estate planning documents and a copy of your funeral plans somewhere where loved ones can easily find them.

STEP 3Help Loved Ones

Once you have made your plans, you should store important documents, such as your will, marriage and birth certificates, military records, life insurance policies, estate planning documents and a copy of your funeral plans somewhere where loved ones can easily find them.
Having these documents on hand will make things easier for your loved ones when the time comes.
It’s never too late to get your affairs in order. Whether you choose to draft them yourself online, or have an attorney draft them, now is a good time to make sure you protect what matters.

STEP 4Download Our Complete Funeral Planning Guide

Our Funeral Planning Guide PDF covers a wider range of information such as additional tasks for planning a funeral as well as information on how to wind down your loved one's estate and affairs.

STEP 4Download Our Complete Funeral Planning Guide

Our Funeral Planning Guide PDF covers a wider range of information such as additional tasks for planning a funeral as well as information on how to wind down your loved one's estate and affairs.
Knowing where to begin is often the hardest part. Use our guide as a reference, so you can spend more time with loved ones and less time searching for answers.
Our guide is thorough, covering everything from securing the property to closing accounts, with links to in-depth articles and helpful resources at your fingertips.
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