Wills vs. Trusts
The real difference between a will and a trust, who actually needs which, when a simple will is enough, and how to get one without overpaying for what you don't need.
Essential documents
Advance Directives
Living wills, healthcare proxies, and POLST forms — what each one does, how they differ, and how to get them properly executed.
Read guide →Letter of Instruction
The informal companion to your will — the place to put everything your executor needs to know that doesn't belong in a legal document.
Read guide →Your Digital Estate
Email accounts, social media, subscriptions, cryptocurrency, and domain names — what happens to them, and what to document now.
Read guide →Beneficiary Designations
Life insurance and retirement accounts pass outside your will entirely. If your designations are wrong or outdated, a court can't fix it.
Read guide →More topics
Body Disposition Options
Burial, cremation, green burial, body donation — the full picture on what each option involves, costs, and requires of your family.
Read guide →Pre-need Funeral Contracts
Prepaying for your funeral can protect your family from pressure and lock in today's prices — if you do it right. Here's how.
Read guide →Pet Directives
Pets can't inherit, but you can make legally enforceable plans for their care. What a pet trust is and when you need one.
Read guide →Closing Notes
Everything the people you leave behind will need to know — in one organized document. Passwords, accounts, final wishes, key contacts, and more.
- Fill it out online, download as a formatted PDF
- Covers financial accounts, digital assets, and legal documents
- Guided prompts so nothing gets missed
- Update it anytime — one-time purchase
Navigating a loss?
We have step-by-step guides for what to do after someone dies.
The first 72 hours, funeral arrangements, death certificates, benefits, estate administration — organized by when you need to do it.