Walk into your attorney’s office ready.
EstatePlan Ready walks you through the information estate planning attorneys typically ask for, including your family, assets, key people and wishes, and turns it into a clear summary you can share with your lawyer.
The hardest part of a will is often the homework
Before drafting a will or trust, an attorney needs a full picture of your life and finances. Gathering it usually means digging through drawers, statements and old paperwork.
Know what to bring
A guided checklist based on the questions estate planning attorneys commonly ask, so nothing important gets missed.
Keep it in one place
Assets, people, documents and wishes are organized together instead of scattered across files and folders.
Make meetings count
Arriving prepared can make your first consultation more productive and help your attorney focus on advice.
Everything your attorney is likely to ask about
EstatePlan Ready is organized around the categories estate planning questionnaires usually include.
Personal & family
- Marital status and agreements
- Children, stepchildren and grandchildren
- Beneficiaries with special needs
People you trust
- Executor and backup
- Guardian for minor children
- Trustee, power of attorney and health care proxy
Assets
- Real estate, bank and investment accounts
- Retirement accounts and life insurance
- Business interests, valuables and digital assets
Liabilities
- Mortgages and home equity lines
- Car, student and personal loans
- Credit cards and personal guarantees
Existing documents
- Current will, trusts and directives
- Beneficiary designations and deeds
- Insurance policy details
Your wishes
- Who receives what, and specific gifts
- Charitable giving and plans for pets
- Funeral and end-of-life preferences
Professional contacts
- Financial advisor
- Accountant or CPA
- Insurance agent
Three steps to a prepared first meeting
Work at your own pace and come back whenever you find another statement or document.
Gather
Answer guided prompts about your family, the people you’ll appoint, your assets and your debts.
Organize
Record ownership, approximate values and beneficiaries, and add your wishes and existing documents.
Share
Review your summary pages, export them as a PDF for your estate planning attorney, and share with up to 3 people.
Helpful whether your situation is simple or complicated
Attorneys tailor every plan to the person in front of them. EstatePlan Ready helps you capture the details that shape that plan.
- Blended families and children from prior relationships
- Property owned in more than one state
- Business owners with operating or buy-sell agreements
- Parents choosing a guardian for minor children
- Anyone updating an older will or beneficiary forms
Choose your plan
EstatePlan Ready is a subscription service. Pick the plan that fits you.
Monthly
Billed monthly.
- Full estate plan wizard
- All summary pages
- PDF export
- Appointment calendar
- Share with up to 3 people
Annual
Billed annually.
- Full estate plan wizard
- All summary pages
- PDF export
- Appointment calendar
- Share with up to 3 people
Get your estate plan ready
Start organizing the information your attorney will need. Plans start at $5/month.
Open EstatePlan Ready