Wills vs. Trusts
The real difference between a will and a trust, who actually needs which, when a simple will is enough, and how to get one without overpaying for what you don't need.
Essential documents
Advance Directives
Living wills, healthcare proxies, and POLST forms — what each one does, how they differ, and how to get them properly executed.
Read guide →Letter of Instruction
The informal companion to your will — the place to put everything your executor needs to know that doesn't belong in a legal document.
Read guide →Your Digital Estate
Email accounts, social media, subscriptions, cryptocurrency, and domain names — what happens to them, and what to document now.
Read guide →Beneficiary Designations
Life insurance and retirement accounts pass outside your will entirely. If your designations are wrong or outdated, a court can't fix it.
Read guide →More topics
Body Disposition Options
Burial, cremation, green burial, body donation — the full picture on what each option involves, costs, and requires of your family.
Read guide →Pre-need Funeral Contracts
Prepaying for your funeral can protect your family from pressure and lock in today's prices — if you do it right. Here's how.
Read guide →Pet Directives
Pets can't inherit, but you can make legally enforceable plans for their care. What a pet trust is and when you need one.
Read guide →Closing Notes
Put it all in one document.
Once you've worked through these guides, the Organizer gives you a place to record the details — accounts, contacts, wishes, and where everything is kept.
Navigating a loss?
Step-by-step guidance for right now.
The first 72 hours, funeral arrangements, death certificates, benefits, estate administration — organized by when you need to do it.