Prepare wills, trusts, executors, probate steps, and estate documents for clearer family transitions.
Individuals organizing estate documents and probate readiness
List assets and beneficiaries
Choose executor or trustee
Compare will vs trust
Schedule notarization steps
Start with the closest real-world task, then use the mapped tools inside each guide.
Free step-by-step will preparation for estate planners. Plan will preparation with calculators and checklists covering inventory estate assets, choose.
Estate planning basics guide for wills, trusts, power of attorney, healthcare directives, beneficiary updates, and probate avoidance strategies.
Free step-by-step power of attorney setup for aging parents planners. Plan power of attorney with calculators and checklists covering understand poa types.
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Build a dated net-worth statement from eight asset and liability categories, using owned values minus owed balances without liquidity or health scoring.
Screen documented gross estate and adjusted taxable gifts against a verified Form 706 filing threshold—without estimating estate tax or distributions.
Compare one donor's present-interest gifts to one donee in one calendar year against an entered exclusion—without estimating tax or lifetime credit use.
Calculate fixed-rate loan payments, total interest, amortization, and extra-principal savings. Enter principal, annual note rate, and term; fees are excluded.
Reproduce a property-tax bill scenario from an official taxable assessed value, percent or mill rate, other annual charges, and confirmed credits.
Reconcile entered survivor-income needs, obligations, goals, death benefits, and dedicated resources without a coverage or product recommendation.
Compare debt avalanche and snowball payoff plans with a fixed monthly budget, rolled-over payments, payoff dates, and interest estimates.
Project a starting balance and real month-end contributions under annual, semiannual, quarterly, monthly, or daily nominal compounding, with exact deposit and interest reconciliation.
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