Estate Planning

Estate Planning Starter: The Documents You Need

Estate planning is consistently deferred because it feels morbid, complex, or premature. For most people, the core documents take a few hours to complete and pr…

Estate Planning

Estate Planning: The Basics Everyone Needs.

Not just for the wealthy. For anyone who has assets and people they care about.

Estate planning is consistently deferred because it feels morbid, complex, or premature. For most people, the core documents take a few hours to complete and protect everything they've built.

55%of American adults have no will or estate planning documents — leaving their assets, healthcare decisions, and dependents subject to default legal processes rather than their own intentions

The Situation

Why Estate Planning Can't Wait

Estate planning is not primarily about death — it is about control. A will controls how your assets are distributed. Healthcare directives control medical decisions if you're incapacitated. Power of attorney controls financial decisions if you cannot make them. Without these documents, default legal processes make these decisions — often in ways that don't reflect your intentions and always at greater cost and delay.

Without an estate plan, the state has one for you. It was not designed with your specific wishes in mind.
— Worthune Decision Framework

You don't have a current will, healthcare directive, or power of attorney
You have accounts or assets with no beneficiary designations, or beneficiaries you haven't reviewed recently
You have minor children and haven't formally documented who would care for them if both parents died