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.
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.
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.
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.