Estate Planning Resources

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Estate Planning Resources

Everything advisors need to know about estate planning.

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What Estate Planning Really Is: An Essential Overview

Gain a working understanding of estate planning basics with our essential estate planning 101 overview.

Estate Planning Resources

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The Role of Conservators, Guardians, Trustees, Executors and Agents in Estate Planning

The Role of Conservators, Guardians, Trustees, Executors and Agents in Estate Planning

An image for an article detailing what probate is in estate planning, how it works and how you can avoid it

What is Probate, and How Can You Avoid It?

How to decide if an individual or joint trust is right for you

Individual vs. Joint Trust: How to Decide Which is Right for You

wealth.com raises $30 million Series A led by GV (Google Ventures)

wealth.com Secures $30 Million Series A to Further Modernize Estate Planning for Advisors

Everything you need to know about choosing a trust as a beneficiary of an IRA or 401 (K)

What to Know About Naming a Trust as a Beneficiary of Your Retirement Account

How to Get Estate Planning Documents Notarized

Archer Investment Management Increased Estate Planning Document Creation & Creates Quick Wins for Clients

An article about how often should update your estate plan and when it makes sense to do so

How Often Should You Update Your Estate Plan?: A Comprehensive Guide

Trust for Descendant Explained

Marital Trust: A Practical Explainer

Beneficiary Designation Explained

Estate Administration Checklist

Estate and Wealth Planning Checklist

Woman explaining how easy estate planning can be to her relative

What Estate Planning Really Is: An Essential Overview

What Is a Financial Power of Attorney?

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