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Planning Suite
End-of-Life Planning
Funeral planning, wills, advance directives, and family preparation.
18 guides available
The 3 documents that ensure your medical wishes are honored if you become incapacitated.
Beginner
FREE
Advance Directives: Tell Doctors What You Want Before You Can't
⏱ 3 min
Pre-planning your funeral protects your family from emotional and financial pressure during their worst moment.
Beginner
FREE
Funeral Planning in Advance: Save Your Family $10,000 and Heartbreak
⏱ 3 min
The complete estate planning to-do list that protects your family and ensures your wishes are carried out.
Beginner
FREE
Estate Planning Checklist: 7 Things to Do Before You Need To
⏱ 3 min
Long-term care is the largest uninsured risk in retirement. Here is how long-term care insurance works, what it costs, and how to decide if you need it.
Beginner
FREE
Long-Term Care Insurance: What It Covers and Whether You Need It
⏱ 3 min
Medicaid pays for long-term care for those who qualify — but you must spend down assets to qualify. Legal planning can protect your family while preserving Medicaid eligibility.
Intermediate
FREE
Medicaid Planning for Long-Term Care: Protecting Your Assets
⏱ 3 min
Life insurance replaces your income if you die. Here is how much you actually need, which type makes sense, and common traps to avoid.
Beginner
FREE
Life Insurance: Types, How to Choose, and How Much You Need
⏱ 3 min
Most people have never managed a death at home and do not know what to do. Here is a calm, practical guide to the first hours.
Beginner
FREE
What to Do When Someone Dies at Home
⏱ 3 min
A dementia diagnosis gives you a window of time to put crucial legal and financial plans in place while you still have legal capacity. Here is exactly what to do.
Beginner
FREE
Dementia and Memory Loss Planning: The Essential Legal Checklist
⏱ 3 min
Beyond traditional burial and cremation, many options exist for how human remains are handled. Here is a complete, practical guide to every choice.
Beginner
FREE
Disposition of Remains: Every Option Explained
⏱ 3 min
After a death, managing a household full of possessions is an overwhelming practical challenge. Here is how estate sales work and every option available.
Beginner
FREE
Estate Sales: Managing and Maximizing Personal Property
⏱ 3 min
Veterans have access to unique end-of-life benefits through the VA. Here is what is available — and how to ensure these earned benefits are used.
Beginner
FREE
VA Benefits for Veterans at End of Life
⏱ 3 min
Leaving a charitable legacy is meaningful and tax-efficient. Here is how to structure charitable giving at end of life to maximize your impact and minimize taxes.
Beginner
FREE
Charitable Giving at End of Life: Bequests, Trusts, and DAFs
⏱ 3 min
Death doulas fill the human and spiritual gap that medical providers cannot fill. Here is what they do, how to find one, and when they help most.
Beginner
FREE
Death Doulas: Non-Medical End-of-Life Companions
⏱ 3 min
After a death, creditors do not simply disappear. Here is which debts survive, which are forgiven, and how to handle creditor claims during estate administration.
Beginner
FREE
Dealing with Creditors After Death: What Survives and What Does Not
⏱ 3 min
After a death, dozens of government agencies and programs must be notified. Missing notifications can result in overpayments that must be returned. Here is the complete checklist.
Beginner
FREE
Notifying Government Agencies After a Death: The Complete List
⏱ 3 min
Death rituals and beliefs about dying vary enormously across cultures and religions. Understanding your tradition — and others — enriches both planning and compassionate care.
Beginner
FREE
Religious and Cultural Traditions Around Death and Dying
⏱ 3 min
Beneficiary designations override your will. Here is why getting them right — and keeping them updated — is the most critical estate planning task.
Intermediate
FREE
Beneficiary Designations: The Most Important Estate Planning Step You Might Skip
⏱ 3 min
Social Security Death Benefits and Survivor Benefits
⏱ 3 min