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Getting Started with the Wills Planner

If you would like to create a plan for your future or need to make updates to an existing plan, the Wills Planner can help you get started. Watch the videos below to learn how to use the Wills Planner to create the peace of mind that comes with having a plan. When you are ready to get started click on Login to Plan Your Will and create your personal settings.

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Learn More About Planning Your Will Online

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Getting Started Getting Started

A good estate plan will provide for and protect your family. The Wills Planner will help you conveniently and quickly gather the information you need to complete your plan. Follow these steps to get started.

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You and Your Family You and Your Family

Learn how to set your Wills Planner preferences. In this section, you can also begin entering data about you and your family members as well as some of your planning goals.

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Your Contacts and Healthcare Your Contacts and Healthcare

Learn how to use the Wills Planner to select the individuals you want to manage your estate and who can manage your legal and healthcare decisions if you are unable to make these decisions yourself.

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Your Finances Your Finances

Learn how to compile a complete list of your assets so your attorney can complete your plan and make provision on how these assets will be distributed to your loved ones.

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Your Estate Plan Your Estate Plan

Learn how to select the right estate plan. The plan you choose will depend on several factors including the people and charities that you wish to include in your estate plan.

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Provide and Protect Provide & Protect

Learn how to use the Wills Planner resources to find answers to some of the more common estate planning questions and concerns that people have. Provide and Protect is a great resource that can help you find the answers you need.

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Connecting with a Gift Planner Connecting with a Gift Planner

Learn how to ask our organization questions about estate planning and charitable giving. You do not have to share any information with us, but we are here to help you with the decision-making process.

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Connecting with a Gift Attorney Connecting with a Gift Attorney

Learn how to take your Wills Planner information to a qualified estate planning attorney and other advisors who can then help you complete your estate plan.

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Making a PDF Making a PDF

After completing your wills planner, you will want to create a file of the information you wish to share with your estate planning attorney. Build and save your Wills Planner PDF with these simple steps.

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