Planning for peace of mind
Estate plan checklist
Use our 3-step estate planning checklist to make sure your assets go to the right people at the right time.
Get the details
Estate plan savings
Secure your family’s future with 30% off from the leader in online estate planning.
Learn about Trust & Will
Terminal illness plan
Get your affairs in order to help reduce stress for loved ones if you can’t take care of yourself.
Make your planEstate plan checklist
Use our 3-step estate planning checklist to make sure your assets go to the right people at the right time.
Get the detailsEstate plan savings
Secure your family’s future with 30% off from the leader in online estate planning.
Learn about Trust & WillTerminal illness plan
Get your affairs in order to help reduce stress for loved ones if you can’t take care of yourself.
Make your planThoughtful planning for military members
6 key powers of attorney
Learn about documents that can help you secure your finances and communicate your wishes.
Explore your options
10 things to do before deploying
Make sure you and your family are financially prepared before you go.
Learn what to do6 key powers of attorney
Learn about documents that can help you secure your finances and communicate your wishes.
Explore your options10 things to do before deploying
Make sure you and your family are financially prepared before you go.
Learn what to doLoss of a loved one FAQs
A will is a document that outlines how a person wants their assets distributed after they die.
If you die without a will, your estate will go through the probate process to distribute your assets.
Yes. A will doesn’t control the distribution of assets that haven’t already gone through probate. It also won’t cover anything that has a beneficiary designation, such as a life insurance policy, or assets you placed in a trust.
A trust is a document that lets you give control of your assets to a trustee. They specify exactly how and when your assets are given to your beneficiaries.
There’s no rule for who does or doesn't need a trust. It just depends on who you want to control what happens to your assets you die.
Probate is a court proceeding. It can validate your loved one’s will and approve or deny the named executor.
It can also help distribute your loved one’s assets.
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When you’re ready, use the survivorship dashboard to settle your loved one’s accounts.
How can we help?
Our Survivor Relations team is here for you.
How can we help?
Our Survivor Relations team is here for you.