Our plain-English resources cover common estate-planning topics and practical preparation steps, helping you better understand the documents, decisions, and information involved.
Living Trusts & Probate
Home Deed Transfers
Planning for Minor Children
Learn how living trusts are commonly used in estate planning and how properly funding a trust may help certain assets pass outside the probate process.
Learn about the role real property can play in trust funding, including common considerations when transferring ownership of real estate to a living trust.
Learn about common estate-planning considerations for parents of minor children, including guardian nominations and planning for the management of assets left to children.
Your Estate Inventory Checklist
Start organizing the information commonly needed during the estate-planning process. Our Estate Inventory Checklist helps you list real estate, bank and investment accounts, business interests, insurance, personal property, and other assets in one convenient place.
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