Planning ahead is one of the greatest gifts you can give the people you love.
Legal planning can feel overwhelming. Wills, trusts, powers of attorney, advance directives, probate, guardianship, HIPAA forms... it's easy to feel like you need a law degree just to know where to begin.
Written by two people who have personally navigated the loss of a spouse, this guide combines real-world experience with practical education to help you better understand estate planning and prepare with greater confidence and peace of mind. Rather than overwhelming you with legal jargon, we explain these important concepts in plain, everyday language so you can make informed decisions and have more productive conversations with an attorney if you choose to use one.
Inside, you'll learn:
The difference between a will and a living trust
How powers of attorney work and why they matter
The purpose of advance directives, living wills, HIPAA releases, and POLST forms
How to plan for the care of underage children
The basics of probate and estate administration
When an online do-it-yourself legal service may be appropriate, and when working with an attorney may be the better choice
Practical tips for organizing your legal documents and preparing your family
Whether you're creating an estate plan for the first time or reviewing documents you completed years ago, this guide will help you better understand the legal tools available to protect your wishes, reduce stress for your loved ones, and feel more informed, more capable, and better prepared for the future.
Format: Instant digital PDF download (33 pages). Read on your computer, tablet, or phone, or print a copy for your personal use.
Planning ahead is one of the greatest gifts you can give the people you love.
Legal planning can feel overwhelming. Wills, trusts, powers of attorney, advance directives, probate, guardianship, HIPAA forms... it's easy to feel like you need a law degree just to know where to begin.
Written by two people who have personally navigated the loss of a spouse, this guide combines real-world experience with practical education to help you better understand estate planning and prepare with greater confidence and peace of mind. Rather than overwhelming you with legal jargon, we explain these important concepts in plain, everyday language so you can make informed decisions and have more productive conversations with an attorney if you choose to use one.
Inside, you'll learn:
The difference between a will and a living trust
How powers of attorney work and why they matter
The purpose of advance directives, living wills, HIPAA releases, and POLST forms
How to plan for the care of underage children
The basics of probate and estate administration
When an online do-it-yourself legal service may be appropriate, and when working with an attorney may be the better choice
Practical tips for organizing your legal documents and preparing your family
Whether you're creating an estate plan for the first time or reviewing documents you completed years ago, this guide will help you better understand the legal tools available to protect your wishes, reduce stress for your loved ones, and feel more informed, more capable, and better prepared for the future.
Format: Instant digital PDF download (33 pages). Read on your computer, tablet, or phone, or print a copy for your personal use.
