What it covers
Everything EstatePlan Ready asks about.
There are 7 parts. Do them in any order, skip anything that doesn't apply to you, and come back whenever you like. Your answers save as you go.
You and your family
Called “Personal & Family” in the app
Your name, address, marital status, children and grandchildren.
What it asks
- Your full legal name, date of birth, address and citizenship
- Whether you are single, married, divorced, widowed or in a domestic partnership
- Your children and grandchildren, including stepchildren and adopted children, and whether any are under 18
- Anyone who may need special care in your plan, such as a family member who receives disability benefits
- Details of any prenuptial agreement or divorce settlement that affects what you own
Why your attorney asks: Your family shapes everything else in the plan: who inherits, who needs protecting, and who you'll name.
People you'll name
Called “People You'll Appoint” in the app
Who should handle things: an executor, a guardian for young children, a trustee, and the people who can make money or health decisions for you.
What it asks
- Executor: the person who carries out your will, plus a backup
- Guardian for children under 18, plus a backup
- Trustee, if you have or want a trust
- Financial power of attorney: who handles money matters if you can't
- Health care proxy: who makes medical decisions if you can't
Why your attorney asks: These roles go into your documents by name, so your attorney needs your choices and a backup for each.
What you own
Called “Assets” in the app
Your home and other property, bank and retirement accounts, life insurance, a business, and valuables.
What it asks
- Your home and any other property: address, how it's titled, its value and any mortgage on it. One button looks up an estimated value for a home address
- Bank, investment and retirement accounts, such as a 401(k) or IRA, and who is named to receive each one
- Life insurance policies and annuities, with the insurer and the named beneficiary
- A business you own or share, and any partner agreements
- Vehicles, valuables, and digital accounts
Why your attorney asks: What you own, and how each item is titled, decides which documents you need.
What you owe
Called “Liabilities” in the app
A mortgage, car loans, credit cards, and any loan you signed for someone else.
What it asks
- Mortgages, home equity loans, car loans, student loans, personal loans and credit cards
- The lender and roughly how much is left
- Which property a loan is tied to
- Any loan you guaranteed for someone else
Why your attorney asks: Debts are paid from your estate first, so they affect what is left to pass on.
Papers you already have
Called “Existing Documents” in the app
An old will or trust, deeds, insurance policies, and where each one is kept.
What it asks
- A will, trust, power of attorney or health care directive you already have
- Deeds, life insurance policies, beneficiary forms and tax returns
- For each one: whether you have it, need to find it, or your attorney keeps it, and where it's stored
Why your attorney asks: Your attorney will want to see what's already in place before changing anything.
Your wishes
Called “Wishes & Goals” in the app
Who should receive what, gifts to charity, care for pets, and your wishes for medical care and your funeral.
What it asks
- Who should receive what, and in what shares
- Whether people should receive it all at once or over time, for example in stages by age
- Who receives it if someone you named dies before you
- Specific gifts of items or money, and gifts to charity
- Care for your pets
- Your wishes for medical care at the end of life, and for your funeral, burial or cremation
- Other concerns, such as keeping things private, avoiding probate, or a blended family
Why your attorney asks: These are the decisions only you can make. Writing them down first makes the conversation with your attorney easier.
Your advisors
Called “Professional Contacts” in the app
Your financial advisor, accountant and insurance agent, with their phone numbers.
What it asks
- Your financial advisor, accountant, insurance agent, and anyone else who helps with your money
- Their phone number, email or address
Why your attorney asks: Your attorney may need to work with them, and your family will need to know who they are.
What you get at the end
A printed summary
Print it, or save it as a file to email to your attorney before the meeting. Empty sections are left out.
Totals at a glance
Pages that add up what you own and owe, list who receives what, and gather your contacts in one place.
An appointment calendar
Keep the dates of meetings with your attorney and advisors next to your plan.
Sharing with up to 3 people
Invite family to look at your plan or help fill it in. Remove them at any time.
Help finding an attorney
Links to independent directories of accredited estate planners and board-certified specialists. We don't recommend or endorse any particular attorney.
Start with part 1, you and your family.
It asks only for things you already know.
Your plan is private. Only you and the people you invite can see it. How we protect it