Here are four steps to help you begin your estate planning:
- First, gather information about your assets, including retirement funds, bank accounts, and real property.
- Second, think about the people and organizations that matter most to you and how you would like to provide for them.
- Third, think about who you would like to serve as your executor or trustee.
- Fourth, meet with a professional. If you do not have an attorney in mind, your local bar association can make a referral.
Write your will for free using Giving Docs
Planned Parenthood Action Fund supporters have lifetime, free access to Giving Docs, an independent third-party estate planning platform. Giving Docs offers several tools to help you start and finish your planning, all from the comfort and privacy of your home:
- Create a new will or update one you already have
- Beneficiary designation assistance for retirement accounts, life insurance, or other financial accounts
- Advance healthcare directives and durable powers of attorney
- Plan your estate even if you choose not to leave a gift to the Action Fund
Get started with Giving Docs today.
You can also request more information from our knowledgeable team.