Plan a smooth transition
of your assets and wealth.
PLAN A SMOOTH TRANSITION OF YOUR ESTATE
Getting started as a testator
Before you rush to nominate your spouse or your children, it makes sense to consider carefully who is best suited to settle your estate to ensure the prompt, cost-effective distribution of your possessions.
Sign up for an account to access resources that will guide you through the financial, legal and tax matters that can affect the transfer of your assets to your beneficiaries.
Why Doing It Yourself Online Makes Sense
Who to Choose
The person you select to settle your estate when you're gone is in a position of trust. Their role is to secure, maintain, inventory and value your assets, pay outstanding bills and taxes, and distribute your estate according to your wishes. It may be the hardest job they never applied for, so it's important to choose wisely.
Executor Risk Profile
Know the risks when choosing an executor of an estate. Using the risk calculator, estimate risk exposure by assessing the common variables that most often are responsible for triggering estate disagreements or errors.
Traps to Avoid
Costly mistakes can hurt your family and your money. Know the common estate preparation blunders to avoid when managing and transferring your estate assets after your death.
Create your Own Will
We'll guide you through the process of drafting a legally binding will without visiting a lawyer for the disposing of your assets.
Choose your Power of Attorney
Assign a power of attorney (POA) to manage your personal and business responsibilities when you are incapacitated. Our service will guide you through choosing a POA that is enforceable when signed by witnesses and notarized.
Notifications and Forms
To begin the process of dealing with the estate assets after the event of death, there are a number of agencies and organizations that an executor must notify, and multiple forms to complete.