Wills, Trusts & Probate
Prepare wills, trusts, executors, probate steps, and estate documents for clearer family transitions.
Who this is for
Individuals organizing estate documents and probate readiness
Choose a task
List assets and beneficiaries
Choose executor or trustee
Compare will vs trust
Schedule notarization steps
Workflows
Choose a guide that matches your task.
Will Preparation 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
Estate planning basics guide for wills, trusts, power of attorney, healthcare directives, beneficiary updates, and probate avoidance strategies.
Power of Attorney Setup Guide
Free step-by-step power of attorney setup for aging parents planners. Plan power of attorney with calculators and checklists covering understand poa types.
Tools for this topic
Search by name or purpose, or choose a tool category.
8 of 8 tools shown
Build a dated net-worth statement from eight asset and liability categories, using owned values minus owed balances without liquidity or health scoring.
Calculators
Screen documented gross estate and adjusted taxable gifts against a verified Form 706 filing threshold—without estimating estate tax or distributions.
Calculators
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.
Calculators
Calculate fixed-rate loan payments, total interest, amortization, and extra-principal savings. Enter principal, annual note rate, and term; fees are excluded.
Calculators
Reproduce a property-tax bill scenario from an official taxable assessed value, percent or mill rate, other annual charges, and confirmed credits.
Calculators
Reconcile entered survivor-income needs, obligations, goals, death benefits, and dedicated resources without a coverage or product recommendation.
Calculators
Compare debt avalanche and snowball payoff plans with a fixed monthly budget, rolled-over payments, payoff dates, and interest estimates.
Calculators
Project a starting balance and real month-end contributions under annual, semiannual, quarterly, monthly, or daily nominal compounding, with exact deposit and interest reconciliation.
Calculators
Reusable tools
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