UPNIN Estate Planning Kit
|
Planning for the future is no different than planning for success, and we want to make sure your estate plan is something you'll be proud of. Below you'll find a kit filled with our "best of" tools and resources to guide you through the estate planning process.
Wrap your head around it all with an ebook, inventory what you own with a helpful property worksheet, and use our checklist to make sure you got everything done- it's more rewarding than you think to complete. |
|
Quick Overview of Estate Planning
In a nutshell, estate plans are instructions for things, like what happens to your property, who cares for your children, and who manages your finances and health care choices when you are unable to do so yourself. Get a short summary of the “what, when, how, and for whom” of estate plans.
| Estate Planning Overview |
Estate Planning Checklist
Estate planning may sound ominous, but it really isn't. It's a series of steps you need to take to cover all your bases. Use this handy checklist to get started.
| Estate Planning Checklist |
Last Will vs Living Trust
Estate plans are not one-size-fits-all. They should be prepared in a way that best meets you and your family's needs. Both options can be effective estate planning documents- find out some of the most important factors to consider when deciding which one to get.
| Last Will vs Living Will |
Naming Guardians for Children
Naming guardians in a will is one of the best things a parent can do for his or her child. We shine a light on the critical need to cross you "t's" and dot your "i"s when specifying a legal guarding for your children.
| Naming Guardians |
Bird's Eye View of Estate Planning Ebook
Not until something unexpected happens do people begin to realize that an estate plan encompasses much more than a will or a trust. Get the full picture on estate planning, including the basics, who's involved, how to stay ahead, and more to help you plan for a smooth transfer of your things to loved ones.
| E-Book |
Property Worksheet
Ready to get going on your estate plan? Use this handy property worksheet to jot down your assets and liabilities, tally your net worth (that'll be fun!) and catalog your family and beneficiary information all in one place. You'll refer to it often when creating your estate plan.
| Estate Planning Worksheet |
